Blueprint Financial Advisors Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.1B
- Clients
- 2,330
- Avg AUM / client
- $607K
- Accounts
- 2,330
- Employees
- 47
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,250 | $806M | 57.0% |
| High net worth individuals | 40 | $562M | 39.7% |
| Corporations and other businesses | 40 | $45.8M | 3.24% |
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arthaud, James, Randall | Trustee | May 2010 (16y) | GP / trustee / elected manager of James R Arthaud Revocable Trust (indirect) | |
| Jonathan David Robinson | Member | Nov 2019 (7y) | ≈ 12.5% – 37.5% via Blueprint Partners Fund | |
| Langley, Brandon, Scott | Member & Cco | Nov 2019 (7y) | ≈ 12.5% – 37.5% via Blueprint Partners Fund | |
| Mayes, Ralph, Thomas | Member | Nov 2019 (7y) | ≈ 12.5% – 37.5% via Blueprint Partners Fund | |
| Collins, Rory, Richard | Member | Aug 2022 (4y) | ≈ 0% – 2.5% via Blueprint North 1, Llc | |
| Hauck, Tony, Gene | Member | Aug 2022 (4y) | ≈ 0% – 2.5% via Blueprint North 1, Llc | |
| Andrea Louise Swope | Member & Director Of Advisor Experience/President | Oct 2022 (4y) | Less than 5% | |
| Crawford, Daniel, Joseph | Member | Mar 2023 (3y) | Less than 5% | |
| Hands, Nicole, Marie | Member | Mar 2023 (3y) | Less than 5% | |
| Kenneth Browne Peters | Member | Mar 2023 (3y) | Less than 5% | |
| Mike Carlone | Member | Mar 2023 (3y) | 5% – 10% | |
| Larry Wayne Deyoung | Registered representative | Jul 2022 (4y) | ||
| Christopher B. Kemper | Registered representative | May 2023 (3y) | ||
| Melissa L Miller | Registered representative | May 2023 (3y) | ||
| Michael Brian Komara | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| David L Rogers | Registered representative | CFP | Jun 2024 (2y) | |
| Nicholas Andrew Davis | Registered representative | Jun 2024 (2y) | ||
| Sarah Lee Davis | Registered representative | Jun 2024 (2y) | ||
| Steven John Mrozek | Registered representative | Jul 2024 (2y) | ||
| Adam Patrick Scherer | Registered representative | CFP | Sep 2024 (2y) | |
| Eric J Warren | Registered representative | Jan 2025 (2y) | ||
| Hunter Mirek Boyd | Registered representative | Feb 2025 (1y) | ||
| Christopher Allan Watts | Registered representative | Feb 2025 (1y) | ||
| Bradley Gene Nagel | Registered representative | Apr 2025 (1y) | ||
| Brian John Versey | Registered representative | Apr 2025 (1y) | ||
| Dwain Michael Gullion | Registered representative | Aug 2025 (1y) | ||
| Graham Andrew Jones | Registered representative | CFP | Aug 2025 (1y) | |
| Jeffrey Marlin Phillips | Registered representative | Aug 2025 (1y) | ||
| Lori Hooper Haddock | Registered representative | CFP | Aug 2025 (1y) | |
| Shepard Clay Ottaway | Registered representative | Aug 2025 (1y) | ||
| William Bradley Smith | Registered representative | Aug 2025 (1y) | ||
| Richard Van Dyke Westover | Registered representative | Aug 2025 (1y) | ||
| Michael L Allison | Registered representative | Aug 2025 (1y) | ||
| Robert Mallory Freeman | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| Robin Renee Woodell | Registered representative | CFP | Jan 2026 (1y) | |
| Patrick Jay Galvin | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Luis Miguel Dieguez | Registered representative | Jan 2026 (1y) | ||
| Bryan Carson Woodell | Registered representative | Jan 2026 (1y) | ||
| Leah Grace Williams | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Jacob B Nagel | Registered representative | Apr 2026 (0y) | ||
| Jonathan Hammond Gardner | Registered representative | May 2026 (0y) | ||
| Noel Zerna Cajigas | Registered representative | May 2026 (0y) | ||
| John Charles Panter | Registered representative | May 2026 (0y) | ||
| Marvin Brent Morse | Registered representative | CFA | Jun 2026 (0y) | |
| Ronald Todd Sperry | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blueprint Partners Fund | Member | Mar 2023 | A | 50% – 75% |
| Blueprint North 1, Llc | Member | Mar 2023 | A | Less than 5% |
| James R Arthaud Revocable Trust | Member | Aug 2021 | B | ≈ 0% – 2.5% via Blueprint North 1, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan David Robinson: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Langley, Brandon, Scott: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Mayes, Ralph, Thomas: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Collins, Rory, Richard: 25% – 50% of Blueprint North 1, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Hauck, Tony, Gene: 25% – 50% of Blueprint North 1, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- James R Arthaud Revocable Trust: 25% – 50% of Blueprint North 1, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
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) | 07/13/2026 | 1.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE. Status: Final Sanction Detail: N/A Summary: ON MARCH 4, 2024, THE OFFICE OF FINANCIAL REGULATION (OFFICE) ENTERED INTO A FINAL ORDER ADOPTING THE STIPULATION AND CONSENT AGREEMENT IN THE MATTER OF MICHAEL BRIAN KOMARA (KOMARA), AN ASSOCIATED PERSON OF BFA. KOMARA NEITHER ADMITTED NOR DENIED THE ALLEGATIONS BUT CONSENTED TO THE ENTRY OF FINDINGS BY THE OFFICE. THE OFFICE FOUND THAT KOMARA VIOLATED SECTION 517.12(4), FLORIDA STATUES, BY RENDERING INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE. KOMARA AGREED TO CEASE AND DESIST FROM VIOLATIONS OF CHAPTER 517, FLORIDA STATUES, AND THE ADMINISTRATIVE RULES ADOPTED THERETO, AND PAY AN ADMINISTRATIVE FINE IN THE AMOUNT OF $5,000. THE OFFICE AGREED TO APPROVE KOMARA'S APPLICATION AS AN ASSOCIATED PERSON WITH BFA EFFECTIVE MARCH 5, 2024.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $133M (14% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗