BLUEPRINT RETIREMENT ADVISORS LLC

BLUEPRINT RETIREMENT ADVISORS LLC of PALESTINE, TX is an SEC-registered investment adviser (CRD 304611). Regulatory assets under management: $6.4M.

Registration

• CRD: 304611
• Type: Registered investment adviser
• Location: 1213 N LINK ST, PALESTINE, TX, 75803
• Phone: 682-324-2583
• Latest filing: 2026-06-08
• Regulatory AUM: $6.4M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search