Joseph McFaddin
Retirement Planning Blueprint · Charlotte, North Carolina
Joseph McFaddin is a fee-only financial advisor at Retirement Planning Blueprint in Charlotte, North Carolina, who holds the CFP credential. Joseph 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4411248 |
| Exams passed | Series 63 (2001) · Series 66 (2009) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.rpblueprint.com |
| Profile |
How Joseph'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 Joseph
Is Joseph McFaddin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Retirement Planning Blueprint, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph McFaddin based?
Joseph McFaddin is based in Charlotte, North Carolina.
What does Joseph specialize in?
Joseph's specialties include retirement planning. Joseph works with retirees and pre-retirees.
What credentials does Joseph McFaddin hold?
Joseph McFaddin holds the CFP credential.
Is Joseph McFaddin registered with the SEC?
Yes. Joseph McFaddin is registered as an investment adviser representative in NC (CRD 4411248), 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 Joseph McFaddin?
Through Joseph'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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