Blueprism Wealth Management LLC fees and pricing
Financial planner in Richmond, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, Blueprism Wealth Management LLC charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“BWM charges a negotiable fee of $2,500 for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blueprism Wealth Management 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.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are billed upon plan delivery.”
How Blueprism Wealth Management LLC’s fees compare
- Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
About Blueprism Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.1% a year
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $143,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336440
- Phone
- (470) 424-0303
Other planners in Richmond that publish fees
- Pegasus Wealth ManagementRichmond$300/hr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date?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.