Raul Leon
Blueprint Investments and Tax Planning · Hayward, California
Raul Leon is a fee-only financial advisor at Blueprint Investments and Tax Planning in Hayward, 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 | Hayward, 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 4115666 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blueprintinvestmentsandtax.com |
How Raul'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 Raul
Is Raul Leon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raul 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 Raul charge for financial advice?
Raul's firm, Blueprint Investments and Tax Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Raul Leon based?
Raul Leon is based in Hayward, California.
Is Raul Leon registered with the SEC?
Yes. Raul Leon is registered as an investment adviser representative in CA (CRD 4115666), 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 Raul Leon?
Through Raul'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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