CW
CW

Christopher Watts

19 Years of Experience
Lexington, KY
1 DisclosureBroker

Christopher Watts is a registered investment advisor at Blueprint Financial Advisors, based in Lexington, KY, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 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
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Location

1029 Monarch St, Unit 130, Lexington, KY, 40513

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History

Regulatory History (1)
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Customer Dispute
May 2020
Settled
Other Business Activities

Christopher is associated with Keystone Financial Group as a registered investment advisor and DBA for LPL business, dedicating a significant amount of time to these roles. He also owns Watts Family Properties LLC, a real estate rental business, and Bluegrass Investment Management, LLC, a DBA for LPL business.

Employment History
Current Registrations
Blueprint Financial Advisors
February 2025 - Present · 1 yr 8 mos
Maplewood Investments, INC.Broker
February 2025 - Present · 1 yr 8 mos
Maplewood Investments, INC.
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Keystone Financial Group, LLC
May 2014 - February 2025 · 10 yrs 9 mos
LPL Financial LLCBroker
November 2010 - February 2025 · 14 yrs 3 mos
LPL Financial LLC
October 2010 - February 2016 · 5 yrs 4 mos
Citigroup Global Markets INC.
October 2005 - March 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2005 - March 2009 · 3 yrs 10 mos
State Registrations1 state
KY
AdvisorBrokerBoth

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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