Blueprint Wealth Partners

Blueprint Wealth Partners (CRD# 168921) is a financial advisory firm headquartered in Valley Springs, CA. They manage $13,781,161 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $77,422
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

CA

Financial Advisors at Blueprint Wealth Partners
Showing 1 - 4 of 4 top financial advisors.
1
Travis S. Lewis
CRD#: 4537419
2525 Camino Del Rio South, Suite 250, San Diego, CA 92108
93
Wealthminder
score

Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at Blueprint Wealth Partners in San Diego, CA and has over 14 years of experience in the finance industry.

2
Gregory E. Cadger
CRD#: 6670954
15 St. Andrews Road, Suite 10, Valley Springs, CA 95252
90
Wealthminder
score

Gregory Cadger (CRD# 6670954) is an Investment Advisor Representative working at Blueprint Wealth Partners in Valley Springs, CA and has 1 year of experience in the finance industry.

3
Joseph R. Duca
CRD#: 4563712
5000 Executive Parkway, Suite 290, San Ramon, CA 94583
81
Wealthminder
score

Joseph Duca (CRD# 4563712) is an Investment Advisor Representative working at Blueprint Wealth Partners in San Ramon, CA and has over 10 years of experience in the finance industry.

4
Cory R. Burnell
CRD#: 3260340
15 St. Andrews Road, Suite 10, Valley Springs, CA 95252
74
Wealthminder
score

Cory Burnell (CRD# 3260340) is an Investment Advisor Representative working at Blueprint Wealth Partners in Valley Springs, CA and has over 17 years of experience in the finance industry.

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