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BLUECHIP FINANCIAL PLANNING, INC.

CRD 114944 · SEC 802-77844

Visit website

2435 NORTH CENTRAL EXPRESSWAY, SUITE 1217, RICHARDSON, TX, 75080, United States

Phone

972-669-4102

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$42.8M

Discretionary AUM

$38.9M

Team

1 total employees; 1 advisory reps; 80 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/REFERRAL FEES

Org form

Corporation

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals80$42.8M

All web addresses on file

Official SEC filing: View on IAPD