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ChFC
MK
ChFC

Michael Komara

Blueprint Financial Advisors
32 Years of Experience
Naples, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Komara is a ChFC-designated registered investment advisor at Blueprint Financial Advisors, based in Naples, FL, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B in assets under management.

Blueprint Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,330 clients
Average Client Portfolio
$607K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.50%
$2M+1.25%

All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2024
Final
Financial
October 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an independent insurance agent for Pinnacle Insurance and Financial Services since March 2022 and Blueprint Insurance Solutions since May 2023, and an independent financial advisor for The Retirement Plan Company since January 2022. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Blueprint Financial Advisors
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Solas Wealth
June 2021 - March 2023 · 1 yr 9 mos
Prudential Financial Planning Services
September 2018 - July 2021 · 2 yrs 10 mos
Pruco Securities, LLC.Broker
September 2018 - July 2021 · 2 yrs 10 mos
Mkd Wealth Coaches, LLC
August 2010 - August 2018 · 8 yrs
Cambridge Investment Research Advisors, INC.
May 2007 - November 2009 · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
January 2007 - July 2011 · 4 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2000 - January 2007 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - January 2007 · 7 yrs 2 mos
AXA Advisors, LLCBroker
June 1993 - November 1999 · 6 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1993 - November 1999 · 6 yrs 5 mos
State Registrations2 states
FLNC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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