# Blueprint Retirement Advisors LLC

> Blueprint Retirement Advisors LLC is a state-registered investment advisory firm in Palestine, TX, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 304611
- Filed as: BLUEPRINT RETIREMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palestine, TX
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304611
- AdvisorCensus page: https://advisorcensus.com/firm/blueprint-retirement-advisors-llc-palestine-tx-304611

## Quick answers

**How is Blueprint Retirement Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blueprint Retirement Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Blueprint Retirement Advisors LLC located?**
Blueprint Retirement Advisors LLC's principal office is in Palestine, TX, according to its Form ADV.

**Is Blueprint Retirement Advisors LLC registered with the SEC or a state?**
Blueprint Retirement Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304611.

**How much does Blueprint Retirement Advisors LLC manage?**
Blueprint Retirement Advisors LLC reports $6,410,468 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (0% discretionary).

**What types of clients does Blueprint Retirement Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Blueprint Retirement 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/304611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,410,468
- Discretionary: $0
- Non-discretionary: $6,410,468

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,570,208 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,840,260 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- blueprintra.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blueprint Retirement Advisors LLC (CRD 304611): Form ADV filing data as of October 2026.