Blueprint Financial Planning, LLC
Blueprint Financial Planning, LLC (CRD# 158306) is a financial advisory firm headquartered in Shrewsbury, MA. They manage $11,329,150 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$306,193
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jeffrey Meenes (CRD# 5982783) is an Investment Advisor Representative working at Blueprint Financial Planning, LLC in Shrewsbury, MA and has over 7 years of experience in the finance industry. Jeffrey Meenes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.