Manish Patel
BluePrint Private Wealth Management · Alpharetta, Georgia
Manish Patel is a fee-only financial advisor at BluePrint Private Wealth Management in Alpharetta, Georgia. Manish focuses on retirement planning and estate & legacy planning. BluePrint Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BluePrint Private Wealth Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $94.7M across 207 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 4454840 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | blueprintpwm.com |
| Profile |
How Manish's firm compares
- BluePrint Private Wealth Management's average account is about $457,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Manish
Is Manish Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Manish holds no broker registration, and BluePrint Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Manish charge for financial advice?
Manish's firm, BluePrint Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Manish Patel based?
Manish Patel is based in Alpharetta, Georgia.
What does Manish specialize in?
Manish's specialties include retirement planning and estate & legacy planning.
Is Manish Patel registered with the SEC?
Yes. Manish Patel is registered as an investment adviser representative in GA and TX (CRD 4454840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does BluePrint Private Wealth Management manage?
BluePrint Private Wealth Management reports $94.7M across 207 accounts in assets under management.
How do I contact Manish Patel?
Through Manish's website, blueprintpwm.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
- BluePrint Private Wealth Management 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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