Blueprint Financial Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“Services are offered based on an hourly fee of $240 per hour.”

Annual fee

$2,000/yr

“The Client pays the same $2,000 annual fee.”

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

How Blueprint Financial Strategies, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How Blueprint Financial Strategies, LLC’s fees compare

• Its hourly rate of $240 is below the Georgia median of $250. 30% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Georgia median of $5,438. 15% of the 47 other Georgia planners that publish an annual fee charge less.

About Blueprint Financial Strategies, LLC

• Principal: Timothy Pierson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

92

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$23,662,530

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315687

Website

blueprintfinancialstrategies.info (opens in new tab)

Phone

(706) 927-6332

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia