# Blueprint Financial Services

> Blueprint Financial Services is a state-registered investment advisory firm in Arvada, CO, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 301083
- Filed as: BLUEPRINT FINANCIAL SERVICES
- Legal name: Blueprint Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arvada, CO
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301083
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-financial-services-arvada-co-301083

## Quick answers

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

**Where is Blueprint Financial Services located?**
Blueprint Financial Services' principal office is in Arvada, CO, according to its Form ADV.

**Is Blueprint Financial Services registered with the SEC or a state?**
Blueprint Financial Services is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301083.

**How much does Blueprint Financial Services manage?**
Blueprint Financial Services reports $33,494,200 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Blueprint Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (13); charitable organizations (2).

**Does Blueprint Financial Services 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/301083

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,494,200
- Discretionary: $33,494,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $13,361,150 |
| High net worth individuals | 13 | $19,441,051 |
| Charitable organizations | 2 | $691,999 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueprintfinancialservices.com
- Facebook @Blueprint-Financial-Services-654608004637827

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Financial Services (CRD 301083): Form ADV filing data as of October 2026.