Bluechip Financial Planning, Inc.

Bluechip Financial Planning, Inc. (CRD# 114944) is a financial advisory firm headquartered in Richardson, TX. They manage $27,698,796 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $337,790
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bluechip Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Charles R. Manthey
CRD#: 1675091
800 E Campbell, Suite 173, Richardson, TX 75801

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.