Blueprint Wealth Group is an Arizona-registered investment advisor founded to deliver personalized financial planning and investment advisory services. The firm focuses on business owners, entrepreneurs, founders, and professionals navigating complex financial lives. Blueprint Wealth Group offers multiple service tracks, including subscription-based financial planning, hybrid planning and investment management, and standalone investment management. The firm utilizes modern financial planning software and analytical tools to support cash flow projections, tax planning coordination, retirement planning, business succession planning, estate planning concepts, and equity compensation planning. Services are provided on a discretionary or non-discretionary basis depending on client preference. The firm operates on a fee-only basis and does not receive commissions or other compensation for the sale of securities or insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for the Standalone Investment Management track. The firm also offers a Hybrid track combining monthly subscriptions with lower investment management fees (0.75% up to $1M, 0.50% above $1M).