BLUECHIP FINANCIAL PLANNING, INC.

BLUECHIP FINANCIAL PLANNING, INC. of RICHARDSON, TX is an SEC-registered investment adviser (CRD 114944). Regulatory assets under management: $42.8M.

Registration

• CRD: 114944
• SEC file number: 802-77844
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search