BLUECHIP FINANCIAL PLANNING, INC.

Overview

Bluechip Financial Planning, Inc. is a small, fee-based financial planning and portfolio management firm that serves individual and family clients. The firm operates as a corporation with an individual owner and describes itself as a capital allocator that selects third‑party managers alongside providing in‑house financial planning and portfolio management for individuals and small businesses. Its advisory services explicitly include financial planning, discretionary portfolio management, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, fixed, and other fee types. Bluechip does not identify as an active ESG investor, is not a multi‑state adviser, and is not newly formed. The firm lists industry affiliations with a broker‑dealer and an insurance company, which suggests access to both brokerage platforms and insurance products for client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives