Blueprint Financial Strategies

Blueprint Financial Strategies (CRD# 129452) is a financial advisory firm headquartered in Hyannis, MA. They manage $6,560,226 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $84,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Gregory J. Quilty
CRD#: 2519023
Marstons Mills, MA
96
Wealthminder
score

Gregory Quilty (CRD# 2519023) is an Investment Advisor Representative working at Blueprint Financial Strategies in Marstons Mills, MA and has over 22 years of experience in the finance industry. Gregory Quilty 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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