Nickie Dally
Blueprint Investments and Tax Planning · Elk Grove, California
Nickie Dally is a fee-only financial advisor at Blueprint Investments and Tax Planning in Elk Grove, California. 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 | Elk Grove, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $28.2M across 268 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4738406 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blueprintinvestmentsandtax.com |
How Nickie'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 Nickie
Is Nickie Dally a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nickie 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 Nickie charge for financial advice?
Nickie's firm, Blueprint Investments and Tax Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Nickie Dally based?
Nickie Dally is based in Elk Grove, California.
Is Nickie Dally registered with the SEC?
Yes. Nickie Dally is registered as an investment adviser representative in CA (CRD 4738406), 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 Nickie Dally?
Through Nickie'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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