# Blueprint Financial Advisors, LLC

> Blueprint Financial Advisors, LLC is a state-registered investment advisory firm in Portland, OR, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 171331
- Filed as: BLUEPRINT FINANCIAL ADVISORS, LLC
- Legal name: Blueprint Financial Consultants LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171331
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-financial-advisors-llc-portland-or-171331

## Quick answers

**How is Blueprint Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blueprint Financial Advisors, LLC located?**
Blueprint Financial Advisors, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Blueprint Financial Advisors, LLC registered with the SEC or a state?**
Blueprint Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 171331.

**How much does Blueprint Financial Advisors, LLC manage?**
Blueprint Financial Advisors, LLC reports $29,690,531 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (94% discretionary).

**What types of clients does Blueprint Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (63); individuals (other than high net worth individuals) (10); other (1).

**Does Blueprint Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171331

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $29,690,531
- Discretionary: $27,990,531
- Non-discretionary: $1,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $925,000 |
| High net worth individuals | 63 | $27,065,531 |
| Other | 1 | $1,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blueprint-fc.com](https://blueprint-fc.com)
- [bpfinancialadvisors.com](https://bpfinancialadvisors.com)
- Facebook @bpfinancialadvisors
- Instagram @blueprint_advisors
- LinkedIn @blueprint-financial-advisors-pdx

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Financial Advisors, LLC (CRD 171331): Form ADV filing data as of October 2026.