Firm
Blueprint Investments and Tax Planning
Hayward, California
Fee-only
Blueprint Investments and Tax Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 1 employee and 193 individual clients.
- Its average account is about $105,000 (assets it manages divided by its 268 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Hayward, California |
|---|---|
| Website | blueprintinvestmentsandtax.com |
| Phone | (775) 298-1326 |
Blueprint Investments and Tax Planning fees
Blueprint Investments and Tax Planning 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $28 million |
| Individual clients | 193 |
| Accounts managed | 268 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 291591 |