Fee-only adviser · Roswell, GA
Blueprint Wealth Management
Blueprint Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Roswell, Georgia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $138M in regulatory assets under management, 106 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 166264 · SEC file 801-132673 |
| Office | Roswell, GA (mailing address; office not published) |
| Phone | (678) 807-4007 |
| Website | www.blueprintyourwealth.com |
| Regulatory assets under management | $138M |
| Individual clients | 94 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Roswell
- Park Square Financial Group LLC $219M
- St. John & Associates, Inc. $128M
- Commonwealth Financial Planners Inc $228M
- Journey Beyond Wealth $250M
- Asset Guidance Group, LLC $17M
See all 6 fee-only advisers in Roswell →
Nearby
- Alpharetta 22 firms
- Dunwoody 1 firm
- Peachtree Corners 1 firm
- Sandy Springs 3 firms
- Milton 5 firms
- Johns Creek 4 firms
- Chamblee 2 firms
- Duluth 10 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Blueprint Wealth Management? Update this listing.