Blueprint Wealth Management LLC

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Blueprint Wealth Management LLC
CRD #169997
SEC #801-123022
CIK #
AUM 145.7 M (2026-03-31)
Employees 19 (26% Investors, 0% Brokers)
Fees
Minimum
Phone352-674-3911
Address3602 Kiessel Road
The Villages, FL 32163-2910
Source [IAPD]
Total AUM ($M)
16012896643202010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
Item 5 Fees and Compensation
Investment Management Services
Parady Wealth Management charges its investment management services clients an advisory fee that
is based on a percentage of the market value of the assets that we manage. We do not assess
account opening or administrative "set-up" fees.

If the advisory agreement is executed at any time other than the first day of the month, our fees will
apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of
days in the month for which you are a client.

Our asset-based fee is charged monthly, in arrears, based on the market value of the assets in the
account on the last calendar day of the month (see Fee Calculation Methodology below). We charge
an annualized asset-based fee of 0.50% or 50 basis points. Cash and money market balances are
excluded from the advisory fee calculation except for cash or money market balances included in
model portfolios or other cash management strategies. Deposits and withdrawals that occur during the
month are pro-rated for all inflow/outflows greater than $10,000. Advisory fees may be amended from
time to time upon 30-days prior written notice to you.

As mentioned under the Advisory Business section above, CreativeOne charges a platform fee to
manage the model portfolios and provide back office, billing, and trading support through their platform.
CreativeOne's platform fee is 0.15% or 15 basis points and is calculated and billed monthly in arrears,
using the same methodology as Parady Wealth Management's investment management fee.
CreativeOne's fee (0.15% or 15 basis points), although separate, is added to the Parady investment
management fee (0.35% or 35 basis points) for billing purposes. CreativeOne will invoice Parady
Wealth Management accordingly.

      Fee Calculation Methodology: (month-end market value x annual fee %) / (12 months)

For example, an account under our management with account assets valued at $500,000 on the last
day of the calendar month would be assessed an advisory fee of $145.84 and a platform fee of $62.50
for a total monthly fee of $208.34. Formula: ($500,000 x 0.50%) / (12) = $208.34

Terms of service, fees charged, etc., will be stated in the firm's advisory agreement with each client.
Our published fees are generally non-negotiable. There are very limited circumstances in which our
advisory fee will be negotiable. For example, we could negotiate a lower fee for a cash management
strategy.

By signing the firm's advisory agreement, as well as the custodian account opening documents, the
client will be authorizing the withdrawal of our investment management advisory fees and platform fees
from their account. All fees will be noted on the account statement provided by the custodian of record.
The withdrawal of these fees will be accomplished by the selected custodian, not by our firm, and the
custodian will remit our fee directly to our firm.

Selection of Other Advisers
We have entered into a sub-advisory relationship with CreativeOne. CreativeOne charges a platform
fee for the services provided which are calculated and billed as described above.

Termination of Services
Either party may terminate the advisory agreement upon written notice. Parady Wealth Management
will not be responsible for investment allocation, advice, or transactional services (except for limited
closing transactions) after it receives a termination notice. It will also be necessary that we inform the
custodian of record and CreativeOne that the relationship between the firm and the client has been
terminated.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds to their shareholders. These fees will generally include a management fee and other fund
expenses. Fees charged by issuers are detailed in prospectuses or product descriptions and the client
is encouraged to read these documents before investing.

Any transactional or service fees (sometimes termed brokerage fees), individual retirement account
fees, qualified retirement plan fees, custodian account termination fees, or wire transfer fees will be
borne by the client per the custodian of record's separate fee schedule. We do not share in any portion
of the transaction charges or service fees imposed by the broker-dealer or custodian. To fully
understand the total cost you will incur, you should review all the fees charged by mutual funds,
exchange traded funds, our firm, and others. For information on our brokerage practices, refer to
the Brokerage Practices section of this brochure (Item 12).

Compensation for the Sale of Securities or Other Investment Products
We are affiliated with Parady Financial Group, LLC through common control and ownership, a licensed
insurance agency. Financial professionals, providing investment advice on behalf of our firm, are
licensed insurance agents and offer insurance products (i.e., fixed or indexed annuities and life
insurance policies, etc.) through Parady Financial Group, LLC. Parady Financial Group, LLC and our
financial professionals (in their capacity as agents of Parady Financial Group, LLC) will earn
commission-based compensation, and other forms of compensation, for selling insurance products
including insurance products they sell to you. Annuities can have high fees, including commissions,
distribution or administrative fees, surrender charges, mortality expenses, rider fees, expense ratios,
redemption fees and contingent deferred sales charges. In general, fees will depend on the annuity
type and will be higher the more complex the annuity and the longer the contract. Fees charged by the
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
Item 7 Types of Clients
Parady Wealth Management provides investment advisory services to individuals, high net worth
individuals, and charitable organizations. We encourage prospective clients of all economic levels to
inquire about our services and do not impose minimum income, minimum asset, or similar eligibility
requirements.

Clients will be informed in advance of any minimum account requirements imposed by recommended
sub-advisers. The firm may waive or reduce certain fees based on individual circumstances, special
arrangements, or pre-existing relationships. The firm also reserves the right to terminate an advisory
relationship if an account falls below a level that, in the firm's judgment, is no longer practical to
manage effectively.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,249 126.3
(b) Individuals (high net worth individuals) 12 16.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 21 0.7
(h) Charitable organizations 0 1.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.1
(n) Other 0 0.0
Total 2,877 145.7
By Discretionary
Discretionary 2,877 145.7
Non-Discretionary 0 0.0
Total 2,877 145.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 145.7
Total 2,877 145.7
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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