Charles Adi
Blueprint 360 · Houston, Texas
Charles Adi is a fee-only financial advisor at Blueprint 360 in Houston, Texas, who holds the CFP credential. Blueprint 360 reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blueprint 360 |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.4M across 235 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5771158 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.theblueprint360.com |
| Profile |
How Charles's firm compares
- Blueprint 360's average account is about $117,000, from its Form ADV (assets managed divided by 235 accounts).
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Questions about Charles
Is Charles Adi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Blueprint 360 reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Blueprint 360, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Adi based?
Charles Adi is based in Houston, Texas.
What credentials does Charles Adi hold?
Charles Adi holds the CFP credential.
Is Charles Adi registered with the SEC?
Yes. Charles Adi is registered as an investment adviser representative in LA and TX (CRD 5771158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blueprint 360 manage?
Blueprint 360 reports $27.4M across 235 accounts in assets under management.
How do I contact Charles Adi?
Through Charles's website, www.theblueprint360.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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