David Caivano
Retirement Planning Blueprint · Charlotte, North Carolina
David Caivano is a fee-only financial advisor at Retirement Planning Blueprint in Charlotte, North Carolina. David focuses on retirement planning. Retirement Planning Blueprint reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Retirement Planning Blueprint |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $485.9M across 1,273 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8321982 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.rpblueprint.com |
How David's firm compares
- Retirement Planning Blueprint's average account is about $382,000, from its Form ADV (assets managed divided by 1,273 accounts).
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Questions about David
Is David Caivano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Retirement Planning Blueprint reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Retirement Planning Blueprint, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Caivano based?
David Caivano is based in Charlotte, North Carolina.
What does David specialize in?
David's specialties include retirement planning. David works with retirees and pre-retirees.
Is David Caivano registered with the SEC?
Yes. David Caivano is registered as an investment adviser representative in NC (CRD 8321982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Planning Blueprint manage?
Retirement Planning Blueprint reports $485.9M across 1,273 accounts in assets under management.
How do I contact David Caivano?
Through David's website, www.rpblueprint.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Retirement Planning Blueprint website : specialties, clients served, and fees, checked October 30, 2026
- 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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