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).
Total Assets Under Management7MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$84,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.