Blueprint Private Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$600⁠-⁠$5,000

“AND CONSULTING Ongoing financial planning services are offered for a fixed fee between $600 and $5,000 based on complexity and unique Client needs.”

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

How Blueprint Private Wealth Management LLC bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “For the initial year, Fees are billed $500 upon execution of the agreement with the balance due at the end of December.”

How Blueprint Private Wealth Management LLC’s fees compare

• Its flat or project fee of $600-$5,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 4 of the 13 other planners in Alpharetta that publish a flat or project fee charge less.

About Blueprint Private Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

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

60

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$94,689,169

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319507

Website

blueprintpwm.com (opens in new tab)

Phone

(678) 202-0490

Other planners in Alpharetta 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
• Atlas Investment AdvisorsAlpharetta$275/hr, $3,800⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000
• CG Maton Advisory, Inc.Alpharetta$250/hr, $2,000⁠-⁠$5,000

Compare all 35 planners in Alpharetta