RIA Intel›Advisers›Wisconsin›BLUE CHIP FINANCIAL PLANNING, LLC

BLUE CHIP FINANCIAL PLANNING, LLC

Advisory

WI

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in WI

#347

of 354 advisers by AUM

Average account

$213K

across 169 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, IL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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