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Blueprint Wealth Management

Headquartered in THE VILLAGES, FL

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Firm Information

Blueprint Wealth Management is a registered investment adviser located in THE VILLAGES, FL. The firm has 3 licensed agents, 2 investment adviser representatives, and manages $108,901,665 in regulatory assets under management for 1,644 clients. Their advisory services include financial planning, selection of other advisers, and portfolio management for individuals. The firm serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

Blueprint Wealth Management

3602 KIESSEL ROAD

THE VILLAGES, FL 32163-2910

$108.90M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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pension and profit-sharing plan services

Pension and profit-sharing plan services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BLUEPRINT WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

THE VILLAGES, FL

Advisors at Blueprint Wealth Management

View All 2 Advisors
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Kelly Elaine Sandro

CFP®, RA

THE VILLAGES, FL

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Kathleen Anne Laseter

CFP®, RA

THE VILLAGES, FL

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Disclosures

There are no public disclosures for Blueprint Wealth Management.

Frequently Asked Questions (10)

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