Bluechip Financial Planning, Inc.

Overview

Bluechip Financial Planning, Inc. is a Texas-based corporate advisory practice focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, and other fee structures for certain services. The ownership is listed as individual and the firm describes itself as a capital allocator, which aligns with its use of third-party managers and alternative asset exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices