Blueprint Financial Advisors

• A percentage of assets under your management
• Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated July 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,413,379,200 as of October 2026, filing dated August 24, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Legal name

Blueprint Financial Advisors LLC

Also doing business as

BLUEGRASS CAPITAL ADVISORS, BLUEGRASS INVESTMENT COMPANY, DANTAS FINANCIAL, EMERALD FINANCIAL GROUP, FULCRUM WEALTH ADVISORS, GREENBEAT FINANCIAL, HEMLOCK CREEK WEALTH MANAGEMENT, KOMARA CAPITAL PARTNERS, MIDTOWN FINANCIAL ADVISORS, MORSE CAPITAL PARTNERS, NAVIGEN WEALTH MANAGEMENT, NORTHPOINTE PRIVATE WEALTH, PLAN TO INVEST CAPITAL MANAGEMENT INC., REFINED RETIREMENT, SAVVY FINANCIAL, SKYE WEALTH MANAGEMENT, WARREN WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2021 (5 years)

Employees

Total: 47. Performing investment advisory functions: 39.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

15 other offices, as of the September 2026 filing

Alpine, UTCape Coral, FLCharlotte, NCDenver, COGreen Bay, WIGreensboro, NCGreenwood Village, COHendersonville, NCLexington, KYMint Hill, NCNaples, FLNew Castle, PARaleigh, NCRichmond, VATucson, AZ

States registered or notice-filed

24 states or jurisdictions

AKAZCOCTFLGAIDILINKYMAMINCNHNVPASCTXUTVAVTWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2021 data and $1,413,379,200 in the October 2026 data.

Total employees: 2 in October 2021 and 47 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • No longer lists the business name Miller Wealth Partners.
   • Added the business name Dantas Financial.
   • Added an office in Hendersonville, NC.
2. August 2026
   • Regulatory assets under management went from $966,594,900 to $1,413,379,200 (+46%).
   • Employees performing advisory functions went from 28 to 39.
   • Added the business name Northpointe Private Wealth.
   • Added the business name Plan to Invest Capital Management Inc..
   • Added the business name Skye Wealth Management.
   • Added an office in Alpine, UT.
   • Added an office in Denver, CO.
   • Added an office in Greenwood Village, CO.
   • Added an office in Tucson, AZ.
   • Registered or notice-filed in AK, WA, WY.
   • Updated its list of owners and control persons (Schedule A).
3. May 2026
   • Added an office in Cape Coral, FL.
   • Registered or notice-filed in CO, ID, UT.
4. April 2026
   • Regulatory assets under management went from $201,503,941 to $966,594,900 (+380%).
   • Employees performing advisory functions went from 17 to 28.
   • No longer lists an office in Greensboro, NC.
5. March 2026
   • Added the business name Emerald Financial Group.
   • Added the business name Morse Capital Partners.
   • Added the business name Savvy Financial.
   • No longer lists the business name Ribbon Falls Wealth Management.
   • Added an office in Charlotte, NC.
   • Added an office in Richmond, VA.
   • No longer lists an office in Scottsdale, AZ.
6. January 2026
   • Registered or notice-filed in MA, VT.
7. December 2025
   • Registered or notice-filed in VA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.