# Blue Chip Financial Planning, LLC

> Blue Chip Financial Planning, LLC is a state-registered investment advisory firm, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 112837
- Filed as: BLUE CHIP FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112837
- AdvisorCensus page: https://advisorcensus.com/firm/blue-chip-financial-planning-llc-112837

## Quick answers

**How is Blue Chip Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Chip Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blue Chip Financial Planning, LLC registered with the SEC or a state?**
Blue Chip Financial Planning, LLC is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 112837.

**How much does Blue Chip Financial Planning, LLC manage?**
Blue Chip Financial Planning, LLC reports $35,973,129 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Blue Chip Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (9); corporations or other businesses not listed above (1).

**Does Blue Chip Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112837

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $35,973,129
- Discretionary: $35,973,129
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $19,037,368 |
| High net worth individuals | 9 | $15,648,850 |
| Corporations or other businesses not listed above | 1 | $1,286,911 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Chip Financial Planning, LLC (CRD 112837): Form ADV filing data as of October 2026.