Blueprint Retirement Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 304611
· Palestine, TX
· www.blueprintra.com
☆ Save with Pro
ADV data as of Jun 08, 2026
- Regulatory AUM
- $6.4M
- Discretionary
- $0
- Clients
- 18
- Avg AUM / client
- $356K
- Accounts
- 21
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.6M | 55.7% |
| Pension and profit sharing plans | 7 | $2.8M | 44.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Timothy Wilson | Registered representative | Chartered Financial Consultant | Jul 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FLAT FEE FOR FINANCIAL PLANNING
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗