# Meenes Wealth Partners

> Meenes Wealth Partners is a state-registered investment advisory firm in Shrewsbury, MA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 158306
- Filed as: MEENES WEALTH PARTNERS
- Legal name: Blueprint Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shrewsbury, MA
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158306
- AdvisorCensus page: https://advisorcensus.com/firm/meenes-wealth-partners-shrewsbury-ma-158306

## Quick answers

**How is Meenes Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Meenes Wealth Partners reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Meenes Wealth Partners located?**
Meenes Wealth Partners' principal office is in Shrewsbury, MA, according to its Form ADV.

**Is Meenes Wealth Partners registered with the SEC or a state?**
Meenes Wealth Partners is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158306.

**How much does Meenes Wealth Partners manage?**
Meenes Wealth Partners reports $50,352,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (0% discretionary).

**What types of clients does Meenes Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (4).

**Does Meenes Wealth Partners 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/158306

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $50,352,000
- Discretionary: $0
- Non-discretionary: $50,352,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $4,309,471 |
| High net worth individuals | 15 | $46,042,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueprintcfp.com
- meeneswealthpartners.com
- Facebook @MeenesWealthPartners
- LinkedIn @JEFFREY-D-MEENES-MSF-CFP®
- LinkedIn @meenes-wealth-partners
- X @JEFFREYMEENES

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meenes Wealth Partners (CRD 158306): Form ADV filing data as of October 2026.