Michael Allison

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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.

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General Information

CRD#

5200617

Firm CRD#

315570

States Licensed in

NC, GA

Years of Experience in Financial Services

Number of Years with Current Firm

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

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

$1.1 billion

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts

1.25%

Education

Bachelor of Arts -

University of Kansas
08/1989 -05/1994

Disclosures

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Additional Detailed Disclosures
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Disclaimer

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