# Bluechip Financial Planning, Inc.

> Bluechip Financial Planning, Inc. is a state-registered investment advisory firm in Richardson, TX, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 114944
- Filed as: BLUECHIP FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114944
- AdvisorCensus page: https://advisorcensus.com/firm/bluechip-financial-planning-inc-richardson-tx-114944

## Quick answers

**How is Bluechip Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bluechip Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bluechip Financial Planning, Inc. located?**
Bluechip Financial Planning, Inc.'s principal office is in Richardson, TX, according to its Form ADV.

**Is Bluechip Financial Planning, Inc. registered with the SEC or a state?**
Bluechip Financial Planning, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 114944.

**How much does Bluechip Financial Planning, Inc. manage?**
Bluechip Financial Planning, Inc. reports $42,812,033 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (91% discretionary).

**What types of clients does Bluechip Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80).

**Does Bluechip Financial Planning, Inc. 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/114944

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $42,812,033
- Discretionary: $38,946,385
- Non-discretionary: $3,865,648

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $42,812,033 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bluechipservices.net](https://bluechipservices.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluechip Financial Planning, Inc. (CRD 114944): Form ADV filing data as of October 2026.