{"url":"https://nivawealth.com/firms/blueprint-partners-312902","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312902","regulatoryAum":292909441,"crd":"312902","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5180781","suffix":null,"lastName":"GRUBER","firstName":"JONATHAN","middleName":"ERIK"},{"crd":"5530293","suffix":null,"lastName":"HENDRICKSON","firstName":"STACY","middleName":"LYNN"},{"crd":"4683673","suffix":null,"lastName":"MILLWARD","firstName":"CHRISTOPHER","middleName":"DALE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-23","regulatoryAum":120000000,"clients":210,"employees":4,"offices":1},{"filedOn":"2022-01-12","regulatoryAum":166000000,"clients":304,"employees":4,"offices":1},{"filedOn":"2023-01-18","regulatoryAum":155000000,"clients":273,"employees":4,"offices":1},{"filedOn":"2024-01-31","regulatoryAum":195136000,"clients":316,"employees":6,"offices":1},{"filedOn":"2025-04-21","regulatoryAum":257768883,"clients":327,"employees":5,"offices":1},{"filedOn":"2026-02-09","regulatoryAum":292909441,"clients":337,"employees":4,"offices":1}],"secFileNumber":"801-120502","legalName":"Blueprint Partners LLC","displayName":"Blueprint Partners","slug":"blueprint-partners-312902","website":"https://blueprint.family/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2021","organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10238 E Cherry Bend RD","city":"Traverse City","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49684"},"tradeNames":[],"registration":{"secApproved":"12 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":860123.3765432099,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":292909441,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":292909441,"nonDiscretionaryAccounts":337,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":231,"regulatoryAum":44311426},{"label":"High-net-worth individuals","clients":93,"regulatoryAum":234368548},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":14229467}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.85,"from":1000000},{"to":3000000,"pct":0.75,"from":2000000},{"to":5000000,"pct":0.65,"from":3000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007541","versionId":1007541,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-09","documentName":"ADV PART 2A- BLUEPRINT PARTNERS LLC","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Fixed financial plan fee of 0.10% to 0.20% of the client's net worth, with a minimum fee of $1,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007541","versionId":1007541,"submittedOn":"2026-02-09","documentName":"ADV PART 2A- BLUEPRINT PARTNERS LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:58:59.954869+00:00","documents":[{"name":"ADV PART 2A- BLUEPRINT PARTNERS LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007541","versionId":1007541,"submittedOn":"2026-02-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":292909441}],"custodyNote":"Blueprint Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Millward","title":"Managing Member & Chief Compliance Officer","crd":"4683673"},{"name":"Jonathan Gruber","title":"Managing Partner","crd":"5180781"}],"ownership":[{"label":"Christopher Millward","detail":"Managing member & chief compliance officer in the 50% to 75% ownership band and a control person, since February 2021."},{"label":"Jonathan Gruber","detail":"Managing partner in the 50% to 75% ownership band and a control person, since February 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"10238 E Cherry Bend RD","city":"Traverse City","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"231-668-4147","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":8},{"label":"Investment grade corporate bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":2,"detail":"Private Markets"}],"privateFunds":0},"sources":{"adv1FilingDate":"9 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312902/PDF/312902.pdf","brochureDate":"9 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007541","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Blueprint Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blueprint Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blueprint Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blueprint Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blueprint Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blueprint Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blueprint Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blueprint Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Blueprint Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}