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CFP
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CFP

Richard Flanders

Blueprint Financial Advisors
47 Years of Experience
Greensboro, NC
1 DisclosureSells Insurance
View SEC Summary
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Richard Flanders is a CFP-designated registered investment advisor at Blueprint Financial Advisors, based in Greensboro, NC, with 47 years of industry experience. Richard 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
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

Greensboro, NC

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History

Regulatory History (1)
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
October 2005
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is a licensed real estate broker since 1984, spending minimal time listing and selling houses. He is also licensed in life, accident & health, variable life and annuity, and Medicare/long term care insurance, conducting these activities through Strategic Planning Corporation employment since 1986. Additionally, Richard works as an Investment Advisor Representative/Solicitor for Matson Money and Sowell Management, dedicating nearly full-time hours to each.

Employment History
Current Registrations
Blueprint Financial Advisors
September 2026 - Present · 1 mo
Matson Money, INC.
March 2017 - Present · 9 yrs 7 mos
Strategic Planning Corporation
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Efficient Advisors
June 2022 - June 2026 · 4 yrs
Sowell Management
April 2019 - April 2023 · 4 yrs
Capital Investment Group, INC.Broker
July 1988 - December 2018 · 30 yrs 5 mos
Southern Financial Consultants, INC.Broker
March 1987 - June 1988 · 1 yr 3 mos
Source Securities, INC.Broker
March 1986 - March 1987 · 1 yr
W. S. Griffith & CO., INC.Broker
January 1986 - March 1986 · 2 mos
Sentra Securities CorporationBroker
December 1983 - January 1986 · 2 yrs 1 mo
Integrated Resources Equity CorporationBroker
January 1983 - January 1984 · 1 yr
Mony Sales, INC.Broker
July 1979 - February 1983 · 3 yrs 7 mos
The Mutual Life Insurance Company of New YorkBroker
July 1979 - November 1982 · 3 yrs 4 mos
State Registrations2 states
NCSC
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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