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 15 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 11 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 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.