David Comings Whitmore

Strategic Blueprint, LLC

2 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning

Strategic Blueprint, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

58 advisors

Number of Clients

3,742 clients

Average Client Portfolio

$714K average

Assets Under Management

$2.7B

Fee Structure

Minimum Investment:$25K

Location

Brookhaven, GA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Strategic Blueprint, LLC

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

The Strategic Financial Alliance

December 2022 - December 2022 · 0 mos

State Registrations2 states

GAMA

Advisor

Exams

No exam information available for this advisor.