Blueprint Capital Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Consultation Services Consultation Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$5,000⁠-⁠$24,000

“Ongoing Financial Planning Services Ongoing Financial Planning Services are offered based on a flat fee between $5,000 and $24,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blueprint Capital Group LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Blueprint Capital Group LLC’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$24,000 is above the Florida median of $4,900. 87% of the 320 other Florida planners that publish a flat or project fee charge less.

About Blueprint Capital Group LLC

• Principal: Roland Castro
• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis

Firm details from Form ADV

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

3% a year

Clients

38

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$5,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332297

Website

bcgmoney.com (opens in new tab)

Phone

(407) 800-4696

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

Compare all 944 planners in Florida