Rachel Gardner is a control person of BluePrint Investing and directly owns under 5% of it.
BluePrint Investing is an investment adviser based in San Francisco, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $436 million, as filed on 1 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7869132
- Firm
- BluePrint Investing · CRD 151422
- Role
- Chief Compliance Officer
- In role since
- February 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- San Francisco, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Rachel Gardner work?
Rachel Gardner has been Chief Compliance Officer of Blueprint Investing LLC since February 2024, and is a control person of the firm.
How can I verify Rachel Gardner’s record?
Rachel Gardner’s role is listed on Blueprint Investing LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151422.