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).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $306,193
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Blueprint Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Meenes
CRD#: 5982783
Shrewsbury, MA
96
Wealthminder
score

Jeffrey Meenes (CRD# 5982783) is an Investment Advisor Representative working at Blueprint Financial Planning, LLC in Shrewsbury, MA and has over 6 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.

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