Timothy Pierson
Timothy Pierson is a ChFC-designated registered investment advisor at Blueprint Financial Strategies, LLC, based in Eatonton, GA, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.85% |
Annual fee is negotiable based upon certain criteria. For Orion Portfolio Solutions, BluePrint charges an annual investment advisory fee based on the total assets under management of no more than 1.50%. For SEI Managed Account Solutions program BluePrint charges an annual investment advisory fee based on the total assets under management as follows: Up to $500,000 1.25%, $500,0001 to $999,999 1.0%, $1,000,000 and above 0.85%. The annual fee may be negotiable.
Fee Estimator
Location
952 B Greensboro Rd, Keystone Building, Eatonton, GA, 31024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an insurance agent and owner of Keystone Business Solutions, LLC, dedicating a few hours per week to insurance sales. He also participates in several non-investment related activities, including roles with Lake Oconee Builders Association, WISMOGA, LLC, RV Park Buildings, LLC, 905 Harmony LLC, and Allutional, LLC.
Employment History
Current Registrations
Blueprint Financial Strategies, LLC
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Sterne Agee Financial Services, INC.Broker
State Registrations1 state
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.