Strategic Blueprint, LLC

• A percentage of assets under your management
• Hourly charges
• Subscription fees (for a newsletter or periodical)
• Fixed fees (other than subscription fees)
• Other

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

Account minimum: $25,000

As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$2,535,734,578 as of October 2026, filing dated May 7, 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)
• Publication of periodicals or newsletters
• Educational seminars/workshops
• Other

Also doing business as

ADVICEPOINT LLC, BEE STREET ADVISORY GROUP, BENKO FINANCIAL SERVICES, BSHAPIRO FINANCIAL, CLARITY FINANCIAL ADVISORS, COMPASS WEALTH MANAGEMENT, CORNERSTONE WEALTH MANAGEMENT, FAMILY WEALTHCARE, FRANK REYNOLDS & COMPANY, GENCREST CAPITAL PARTNERS, GOODWIN WEALTH, KEEN & POCOCK FINANCIAL PARTNERS, LFA PRIVATE WEALTH MANAGEMENT, LIFE INCOME, METAPARADIGM WEALTH MANAGEMENT, MIDWEST WEALTH MANAGEMENT, OAKPOINT INVESTMENT PARTNERS, SHERPA FINANCIAL ADVISORS, THE BAKER FINANCIAL GROUP, THE WEALTH PLAN COMPANY

Registration

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

Registered since

2016 (9 years)

Employees

Total: 56. Performing investment advisory functions: 51.

Wrap fee program participation

Yes.

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

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

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)

18 other offices, as of the June 2026 filing

Bothell, WACharleston, SCClemson, SCDaytona Beach, FLFairfax, VAFarmington Hills, MIGreensboro, NCHoldrege, NEIrvine, CAMelville, NYNorth Charleston, SCNovato, CARaleigh, NCRutherford, NJStaten Island, NYWatkinsville, GAWilmington, NCWinston-Salem, NC

States registered or notice-filed

39 states or jurisdictions

ALAZCACOCTDCDEFLGAIDILINKSLAMAMDMEMIMNMOMSNCNENJNMNVNYOHORPAPRRISCTNTXUTVAWAWV

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.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

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: $774,411,146 in the October 2021 data and $2,535,734,578 in the October 2026 data, up 227%.

Total employees: 46 in October 2021 and 56 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. June 2026
   • No longer lists the business name Prehmus Financial Partners.
   • Employees performing advisory functions went from 52 to 51.
   • Changed its office addresses in Charleston, SC.
   • Added an office in Melville, NY.
   • Added an office in Winston-Salem, NC.
   • No longer lists an office in Jericho, NY.
   • No longer lists an office in Peachtree Corners, GA.
2. April 2026
   • No longer lists the business name Compass Financial Services.
   • No longer lists the business name Lehner Shope Wealth Group.
   • No longer lists the business name Bourne Financial Coaching.
   • Added the business name Frank Reynolds & Company.
   • Added the business name The Wealth Plan Company.
   • Added the business name Bshapiro Financial.
   • Added the business name Advicepoint LLC.
   • Changed its office addresses in Charleston, SC.
   • Changed its office addresses in Irvine, CA.
   • Added an office in Daytona Beach, FL.
   • Added an office in Jericho, NY.
   • Added an office in Wilmington, NC.
   • No longer lists an office in Canfield, OH.
   • No longer lists an office in Perrysburg, OH.
   • No longer lists an office in Winston-Salem, NC.
   • Updated its list of owners and control persons (Schedule A).
3. January 2026
   • No longer registered or notice-filed in HI.

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