Gary Burnell
Blueprint Investments and Tax Planning · Incline Village, Nevada
Gary Burnell is a fee-only financial advisor at Blueprint Investments and Tax Planning in Incline Village, Nevada. Blueprint Investments and Tax Planning reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Blueprint Investments and Tax Planning |
|---|---|
| Based in | Incline Village, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $28.2M across 268 accounts |
| SEC registration | Investment adviser representative in CA, NV · CRD 1282482 |
| Exams passed | Series 63 (1985) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blueprintinvestmentsandtax.com |
| Profile |
How Gary's firm compares
- Blueprint Investments and Tax Planning's average account is about $105,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Gary
Is Gary Burnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Blueprint Investments and Tax Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Blueprint Investments and Tax Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Gary Burnell based?
Gary Burnell is based in Incline Village, Nevada.
Is Gary Burnell registered with the SEC?
Yes. Gary Burnell is registered as an investment adviser representative in CA and NV (CRD 1282482), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blueprint Investments and Tax Planning manage?
Blueprint Investments and Tax Planning reports $28.2M across 268 accounts in assets under management.
How do I contact Gary Burnell?
Through Gary's website, www.blueprintinvestmentsandtax.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
- 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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