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Michael Allison

Blueprint Financial Advisors
Michael Allison
Tel: 704-312-0708 1100 Kenilworth Ave Suite 210 Charlotte, NC 28204
Your Financial Planning Partner For Navigating Life Decisions
About Michael Allison
Mike Allison uses a financial-planning-first approach to working with his clients. It starts with getting on the same page about the goals of a client and the needs of their household. That firm understanding is the bedrock for mapping out a plan to address any financial desires and concerns with investments and risk mitigation strategies.

He is a seasoned financial planner with a passion for helping individuals and businesses achieve their financial goals. He began working in the financial industry in 2006.

Prior to joining Blueprint Financial Advisors in 2025, Mike held key roles at well-known financial institutions. These experiences allowed him to hone his skill in portfolio management, risk assessment, and investment planning. He also built a reputation for delivering personalized financial advice and comprehensive financial plans, as he guided clients through various market conditions and ensured their financial concerns aligned with their unique objectives.

Outside of the office, Mike is a golfer by day and avid reader by night. He dabbles in other outdoor activities as well, such as tennis and pickleball. Fiction titles and biographies are his favorites for books, and a recent read he recommends to others is "The Texas Rangers: A Century of Frontier Defense" by Walter Prescott Webb.
About Blueprint Financial Advisors
Blueprint Financial Advisors is an independent financial planning and wealth management firm.

We strive to demonstrate the following core principles in every interaction you have with us: Our interests are aligned with yours Partnership means real service, not lip service We seek optimal solutions, not just whatever is most available or easiest to implement Our approach is holistic, capable of supporting your complete financial life
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General Information
States Licensed in:

NC, GA

Communities served:

North Carolina, Georgia

Number of Years with Current Firm:

1

Work Experience:

Senior Financial Advisor Blueprint Financial Advisors

Financial Planner Jacobs, Coolidge & Company, LLC

Senior Financial Advisor Coastal Wealth, a MassMutual firm

Financial Representative Consolidated Planning, Inc.

Director of Client Relations; Senior Financial Advisor Blackbridge Financial

Vice President, Director of Willow Southeast Willow-Investments For Loving Change

Director Of Customer Relations Blackbridge Financial

Director of Advisory Consulting Private Wealth Advisor

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Services
Investment Types:

Stocks, Exchange Traded Funds (ETFs), Bonds, Alternative Investments, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Phone, Our Office, Your Home, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Based on Assets

Minimum Fee Charged for Managed Accounts:

1.25%

Firm Information
Assets Managed by Firm:

$1.1 billion

Preferred meeting methods
I provide a free initial consultation:

Yes

Education
Bachelor of Arts:
University of Kansas
08/1989 - 05/1994
19 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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