Blueprint 360 LLC fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 2, 2026, Blueprint 360 LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Blueprint 360’s standard hourly rate is $250 per hour; however, the fee is negotiable based on various factors, such as the complexity of the Client’s financial circumstances.”

Payment and refund terms, quoted from the fee section of the brochure.

“Blueprint 360 does not charge in advance for Financial Advice Services; therefore, no refunds are necessary upon termination.”
“The fee is negotiable, but typically ranges between $1,200 to $7,200.”
“Fees may be paid in full upon execution, by making a deposit upon execution and paying the balance upon delivery, or payment in full upon delivery.”

Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
19 of the 67 other planners in Houston that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 117
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $27,414,202
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 292136
Website: theblueprint360.com (opens in new tab)
Phone: (832) 736-7402

Can advise clients in 2 states: Louisiana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.