Adam
Scherer
Blueprint Financial Advisors
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About this Advisor
Adam Scherer is a certified financial planner operating out of West Hartford, Connecticut with 1 year of industry experience. Scherer currently works for Blueprint Financial Advisors. Throughout their career, they have worked at Miso Media, Inc, Wealth Management Group Of North America, LLC, Neighborhood Music School, Greater Hartford Academy Of The Arts, Stay At Home Parent, Greenbeat Financial LLC, Boston Institute Of Finance, College For Financial Planning and Blueprint Financial Advisors LLC. Scherer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Blueprint Financial Advisors is a registered investment business based out of Greensboro, NC. It has offices in three locations and a total of 11 financial advisors. It administers $25 million in total assets between its 360 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 360 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services are provided. Fee types billed by Blueprint Financial Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blueprint Financial Advisors Brokerage Details
$25,382,543
11
360
$70,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Adam Scherer Work History
Adam has been registered as a financial advisor for 1 years.*
Blueprint Financial Advisors LLC
Boston Institute Of Finance
Greenbeat Financial LLC
College For Financial Planning
Wealth Management Group Of North America, LLC
Neighborhood Music School
Greater Hartford Academy Of The Arts
Stay At Home Parent
Miso Media, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Scherer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blueprint Financial Advisors
West Hartford, CT
South Holland, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
