# Blueprint Partners LLC
Source: https://planprovider.pro/provider/blueprint-partners-llc

> In Traverse City on northern Michigan’s Lake Michigan coast, Blueprint Partners LLC is a plan advisor and registered investment adviser founded in 2021. The…

Retirement Plan Advisor

Traverse City, MI

## 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/](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

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