Blueprint Wealth Management

Blueprint Wealth Management (CRD# 169997) is a financial advisory firm headquartered in The Villages, FL. They manage $9,669,647 in 137 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $70,581
Compensation Options
  • A percentage of assets under your management
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.

CO, FL

Financial Advisors at Blueprint Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Bart A. Patterson
CRD#: 5923711
340 Heald Way, Suite 238, The Villages, FL 32163
93
Wealthminder
score

Bart Patterson (CRD# 5923711) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 7 years of experience in the finance industry.

2
Kathleen A. Laseter
CRD#: 6278035
340 Heald Way, Suite 238, The Villages, FL 32163
90
Wealthminder
score

Kathleen Laseter (CRD# 6278035) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has 1 year of experience in the finance industry. Kathleen Laseter 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.

3
Amy M. Rodriguez
CRD#: 5591436
340 Heald Way, Suite 238, The Villages, FL 32163
90
Wealthminder
score

Amy Rodriguez (CRD# 5591436) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 3 years of experience in the finance industry.

4
Ronald B. Mauriell
CRD#: 3142237
340 Heald Way, Suite 238, The Villages, FL 32163
83
Wealthminder
score

Ronald Mauriell (CRD# 3142237) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 years of experience in the finance industry.

5
Kelly E. Sandro
CRD#: 4977053
340 Heald Way, Suite 238, The Villages, FL 32163
81
Wealthminder
score

Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.