Blueprint 360

Blueprint 360 at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 117 individual clients, 20 of them high net worth.
• Its average account is about $117,000 (assets it manages divided by its 235 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Blueprint 360 fees

Blueprint 360 doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Charles Adi

  CFP

Other fee-only firms in Houston

• Branson Fowlkes & CO
• BWM Planning LLC d/b/a Brownlee Wealth Management
• Caplo Advisory
• Carter Capital Management
• Celtic Capital
• Clarified Wealth Advisory
• Concert Financial Planning, LLC
• Concurrent Wealth Management

Fee-only advisors in Texas