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VERIFIEDMichael Allison
Blueprint Financial Advisors
1100 Kenilworth Ave
Suite 210
Charlotte, NC 28204
704-312-0708
Your Financial Planning Partner For Navigating Life Decisions
About Blueprint Financial Advisors
Blueprint Financial Advisors is an independent financial planning and wealth management firm.
We strive to demonstrate the following core principles in every interaction you have with us:
Our interests are aligned with yours
Partnership means real service, not lip service
We seek optimal solutions, not just whatever is most available or easiest to implement
Our approach is holistic, capable of supporting your complete financial life
See Disclosures
General Information
Firm Start Year
CRD#
5200617
Firm CRD#
315570
States Licensed in
NC, GA
Years of Experience in Financial Services
19
Number of Years with Current Firm
1
Work Experience
Senior Financial Advisor
Blueprint Financial Advisors
Financial Planner
Jacobs, Coolidge & Company, LLC
Senior Financial Advisor
Coastal Wealth, a MassMutual firm
Financial Representative
Consolidated Planning, Inc.
Director of Client Relations; Senior Financial Advisor
Blackbridge Financial
Vice President, Director of Willow Southeast
Willow-Investments For Loving Change
Director Of Customer Relations
Blackbridge Financial
Director of Advisory Consulting
Private Wealth Advisor
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Options & Futures, Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
$1.1 billion
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee
Minimum Fee Charged for Managed Accounts
1.25%
Education
Bachelor of Arts -
University of Kansas
08/1989 -05/1994
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Blueprint Financial Advisors compensates RetirementPlanning.net for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest. You are under no obligation to work with us, and the consultation is provided at no cost to you.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893128/retirementplanning-Blueprint-Financial-Advisors-detailed-disclosure.html
Disclaimer
Blueprint Financial Advisors ("Blueprint") is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security or of any particular strategy or investment product. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.