Bluechip Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients, including high‑net‑worth individuals, offering financial planning and ongoing asset management through both discretionary and non‑discretionary accounts. It delivers advice across wrap programs and third‑party manager platforms and provides written financial plans as a standalone service.
Investment implementation relies on a mix of fundamental, technical, charting and economic/cyclical analysis and uses a combination of outsourced platforms and model portfolios to construct and rebalance client accounts. The firm routinely uses third‑party programs—including a broker/dealer‑sponsored Wealth Management Platform, an institutional SEI asset allocation program, and a mutual‑fund timing service—and monitors accounts at least annually with periodic rebalancing.
What is distinctive is the firm’s close operational ties to other financial firms: the sole principal also operates in a brokerage and insurance capacity, the adviser participates in fee‑sharing and referral arrangements with platform providers, and one investment manager on the platform is an affiliate under common ownership. Those affiliations and occasional reimbursements from product sponsors are disclosed in the brochure and can create conflicts of interest that the firm says it will disclose to clients.
Client services
Expertise
Fee options
Financial planning fees may be fixed fees, negotiated per contract.
$0 - $250,000: 1.00% $250,000 - $500,000: 0.75% $500,000+: 0.50%
Sales commissions earned by representative for securities and insurance product sales separate from advisory fees.
Financial planning hourly fees of $100 per hour minimum, with minimum charge of $300.
Account minimum: $100,000 for SEI Program; $10,000 for Osaic Wealth Mutual Fund Portfolios; $100,000 for Separate Account Portfolios; $250,000 for Unified Managed Account Portfolios; $50,000 for Advisor Directed Portfolios; all minimums are negotiable Minimum fee: Financial planning minimum fees: $300 (minimum 3 hours at $100/hour), fees negotiable. Fee-only: Financial planning fees: fixed or hourly fees, typically $300 to $1,500, negotiable.
Main office
800 E Campbell, Suite 173
Richardson TX 75801
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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