Blueprint Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Blueprint Partners reports 337 clients. They include 231 individual clients, 93 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $293M across 337 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 15% |
| High-net-worth individuals | 28% | 80% |
| Pension and profit-sharing plans | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $44.3M | 15.1% | $192K |
| High-net-worth individuals | 93 | $234M | 80.0% | $2.52M |
| Pension and profit-sharing plans | 13 | $14.2M | 4.9% | $1.09M |
| Total | 337 | $293M | 100% | $869K |
- Clients
- 231
- Regulatory AUM
- $44.3M
- AUM share
- 15.1%
- Avg. per client
- $192K
- Clients
- 93
- Regulatory AUM
- $234M
- AUM share
- 80.0%
- Avg. per client
- $2.52M
- Clients
- 13
- Regulatory AUM
- $14.2M
- AUM share
- 4.9%
- Avg. per client
- $1.09M
Total
- Clients
- 337
- Regulatory AUM
- $293M
- AUM share
- 100%
- Avg. per client
- $869K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Blueprint Partners charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.75% |
| $3M–$5M | 0.65% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Fixed financial plan fee of 0.10% to 0.20% of the client's net worth, with a minimum fee of $1,000.
Christopher Millward owns 50% to 75% of Blueprint Partners. The leadership team of Blueprint Partners includes Chief Compliance Officer Christopher Millward. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Blueprint Partners LLC
Christopher Millward
Control person · since February 2021
- Owns 50% to 75% of Blueprint Partners LLC
Jonathan Gruber
Control person · since February 2021
Blueprint Partners’ regulatory assets grew 2.4× from $120M (June 2021) to $293M (February 2026); clients rose from 210 to 337 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $293M | 337 | 4 | 1 |
| Apr 2025April 2025 | $258M | 327 | 5 | 1 |
| Jan 2024January 2024 | $195M | 316 | 6 | 1 |
| Jan 2023January 2023 | $155M | 273 | 4 | 1 |
| Jan 2022January 2022 | $166M | 304 | 4 | 1 |
| Jun 2021June 2021 | $120M | 210 | 4 | 1 |
Besides its headquarters, Blueprint Partners has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 10238 E Cherry Bend RD, Traverse CityHQ
Contact and registration details
- Legal name
- Blueprint Partners LLC
- Headquarters
- 10238 E Cherry Bend RD, Traverse City, MI 49684
- Website
- blueprint.family
- Phone
- 231-668-4147
- SEC file
- 801-120502
- Founded
- 2021
- Structure
- Michigan LLC
- Fiscal year end
- December
Blueprint Partners’ named custodian for separately managed accounts is Charles Schwab ($293M). Blueprint Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $293M100%
At year end, Blueprint Partners’ separately managed accounts were largely in stocks (36%) and funds (33%).
What the accounts hold
- Stocks36%
- Funds33%
- Bonds19%
- State and local bonds8%
- Investment grade corporate bonds6%
- U.S. government and agency bonds5%
- Cash10%
- Other2%
- Private markets2%
How many clients does Blueprint Partners have?
Blueprint Partners has 337 clients and manages $293 million for them, as of February 2026. They include 231 individual clients, 93 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Blueprint Partners offer?
Blueprint Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Blueprint Partners charge?
Blueprint Partners charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- BLUEPRINT PARTNERS LLC, filed 9 February 2026
Which custodians does Blueprint Partners use?
Blueprint Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $293M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Blueprint Partners have?
Blueprint Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blueprint Partners invest in?
At the end of its last fiscal year, Blueprint Partners’ separately managed accounts held 36% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% state and local bonds, 6% investment grade corporate bonds, 5% U.S. government and agency bonds and 2% other. The 2% other category is described as: Private Markets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blueprint Partners?
Blueprint Partners’ direct owners are Christopher Millward (50% to 75%) and Jonathan Gruber (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Blueprint Partners get paid?
Blueprint Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blueprint Partners?
Blueprint Partners’ main office is at 10238 E Cherry Bend RD, Traverse City, MI 49684. Its phone number is 231-668-4147. Its website is blueprint.family.