Blueprint Investments And Tax Planning

Blueprint Investments And Tax Planning (CRD# 168921) is a financial advisory firm headquartered in Valley Springs, CA. They manage $23,588,632 in 201 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $117,356
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
  • Selection of other advisers (including private fund managers)
  • 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, TX

Financial Advisors at Blueprint Investments And Tax Planning
Showing 1 - 4 of 4 top financial advisors.
1
Charles E. Kimball
CRD#: 4323924
8300 Fair Oaks Blvd., Suite 202, Carmichael, CA 95608
93
Wealthminder
score

Charles Kimball (CRD# 4323924) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Carmichael, CA and has over 17 years of experience in the finance industry.

2
David Rodrigues
CRD#: 4451584
Stockton, CA
93
Wealthminder
score

David Rodrigues (CRD# 4451584) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Stockton, CA and has over 16 years of experience in the finance industry.

3
Gregory E. Cadger
CRD#: 6670954
15 St. Andrews Road, Suite 10, Valley Springs, CA 95252
87
Wealthminder
score

Gregory Cadger (CRD# 6670954) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Valley Springs, CA and has 1 year 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 Investments And Tax Planning in Valley Springs, CA and has over 18 years of experience in the finance industry.

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