About Blueprint Partners LLC
<p>In Traverse City on northern Michigan’s Lake Michigan coast, Blueprint Partners LLC is a <a href="/plan-advisors">plan advisor</a> and registered investment adviser founded in 2021. The firm is registered in Michigan and Ohio and works with individuals, small businesses, and pension clients.</p> <p>Blueprint Partners focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its accounts are non-discretionary, with $195.1 million in assets under management across 308 accounts. A separate AUM figure of $0.8B is reported for 2026.</p> <p>Client mix is primarily individuals, including 69.94% Other Individuals and 27.53% High-Net-Worth Individuals, with 2.53% corporations. The firm has four financial advisors and is not a registered broker-dealer.</p> <p>One differentiator is its pension consulting work alongside planning and portfolio management, which can be useful for sponsors who want retirement plan support integrated with personal and business advice.</p> <ul> <li>Founded: 2021</li> <li>Headquarters: Traverse City, Michigan (serving the northern Lower Peninsula)</li> <li>Registrations: Michigan and Ohio</li> <li>Services: financial planning, portfolio management, pension consulting</li> <li>Fees: asset-based fees and fixed fees</li> </ul>
Website: https://www.blueprintpartners.com/
Founded: 2021
Office Locations
- Traverse City, MI (Headquarters)
- Traverse City, MI (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $849.4M