# BLUECHIP FINANCIAL PLANNING, INC.

BLUECHIP FINANCIAL PLANNING, INC. of RICHARDSON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114944
- Type: SEC-registered investment adviser
- SEC file number: 802-77844
- Location: 2435 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX, 75080
- Phone: 972-669-4102
- Latest filing: 2026-05-14
- Regulatory AUM: $42.8M
- Discretionary AUM: $38.9M
- Non-discretionary AUM: $3.9M
- Clients: 1
- Accounts: 80

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| MANTHEY CHARLES RICHARD | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114944/similar
- Related entities: https://search.stillhousedata.com/firm/114944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114944

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.