RIA Intel›Advisers›Georgia›BLUEPRINT FINANCIAL STRATEGIES, LLC

BLUEPRINT FINANCIAL STRATEGIES, LLC

Advisory

EATONTON, GA

Data as of Jun 18, 2026 · Source: SEC Form ADV

Average account

$137K

across 173 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

92 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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BARON FINANCIAL SERVICES INC

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LIGHTHOUSE INVESTMENT ADVISORS, INC.

$24M

BARBER LACKEY FINANCIAL GROUP LLC

$24M

KERNS WEALTH MANAGEMENT, LLC

$23M

BEALL FINANCIAL PLANNING, INC.

$23M

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