Blueprint Financial Advisors, LLC fees and pricing

Financial planner in Portland, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Blueprint Financial Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Blueprint Financial Advisors nancial planning rate is $250/hour.”

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

“The fees listed below are variable & negotiable, these fees are based on time spent analyzing projections, providing/ reviewing reports, reviewing appropriate documents, and assessing the overall complexity of the account.”
“The Investment Advisory Fee is billed and payable quarterly in advance within ten (10) days after the end of the applicable quarter for which payment is due and will be based on the value of Client’s account on the last business day of that quarter.”
“All planning fees may be paid with a personal check or credit card made payable to Blueprint Financial Advisors, LLC.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
8 of the 34 other planners in Portland that publish an hourly rate charge less.

Principal: Ted Guerin
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 73
Employees: 1
Works with: Individuals, high net worth individuals, and other
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $29,690,531
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171331
Website: instagram.com/blueprint_advisors (opens in new tab)
Phone: (503) 381-0638

Can advise clients in 2 states: Oregon, Washington

Is something on this page wrong or out of date?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.