RIA Intel›Advisers›Texas›BLUECHIP FINANCIAL PLANNING, INC.

BLUECHIP FINANCIAL PLANNING, INC.

Advisory

RICHARDSON, TX

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in TX
#1,825
of 2,813 advisers by AUM
Average account
$535K
across 80 accounts
AUM per adviser
$43M
1 adviser

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM
$43M
Discretionary %
91%
Clients
80
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$43M
Discretionary AUM$39M
Non-Discretionary AUM$4M
Discretionary %91%
Total Clients80
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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SEREN WEALTH ADVISORS, LLC
$43M
MALACHI FINANCIAL SERVICES, INC.
AUSTIN, TX
$43M
-25.3% 1Y
PROFESSIONAL INVESTMENT COUNSEL, INC
EL PASO, TX
$43M
0.0% 1Y

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