CRD: 315687
Blueprint Financial Strategies, LLC
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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2021
- Office Locations
- 1
Office Locations
About Blueprint Financial Strategies, LLC
BluePrint Financial Strategies, LLC is a Georgia-based RIA focused on tradespeople and trade-business owners whose personal wealth is tied to their companies. The firm delivers customized financial planning and ongoing asset management, integrating tax, insurance, and legacy/estate considerations to support short- and long-term goals. Custody includes Charles Schwab.
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Timothy J Pierson
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #5809062
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,662,530 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,662,530 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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