Bluechip Financial Planning, Inc.
Bluechip Financial Planning, Inc. (CRD# 114944) is a financial advisory firm headquartered in Richardson, TX. They manage $33,126,273 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bluechip Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$435,872
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bluechip Financial Planning, Inc.
1
Charles Manthey (CRD# 1675091) is an Investment Advisor Representative working at Bluechip Financial Planning, Inc. in Richardson, TX and has over 36 years of experience in the finance industry.
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