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Advisor

Clifford Deck

Blue Chip Financial Advisors · East Providence, Rhode Island

Clifford Deck is a fee-only financial advisor at Blue Chip Financial Advisors in East Providence, Rhode Island, who holds the CFP credential. Blue Chip Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmBlue Chip Financial Advisors
Based in East Providence, Rhode Island
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$104.1M across 342 accounts
CredentialsCFP
SEC registration Investment adviser representative in FL, MA, RI · CRD 4545451
Exams passedSeries 65 (1999)
Firm size5 employees
Disclosures None reported
Websitewww.bcfa.net

How Clifford's firm compares

  • Blue Chip Financial Advisors's average account is about $304,000, from its Form ADV (assets managed divided by 342 accounts).

What fee-only advisors charge

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Questions about Clifford

Is Clifford Deck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Clifford holds no broker registration, and Blue Chip Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Clifford charge for financial advice?

Clifford's firm, Blue Chip Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Clifford Deck based?

Clifford Deck is based in East Providence, Rhode Island.

What credentials does Clifford Deck hold?

Clifford Deck holds the CFP credential.

Is Clifford Deck registered with the SEC?

Yes. Clifford Deck is registered as an investment adviser representative in FL, MA and RI (CRD 4545451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Blue Chip Financial Advisors manage?

Blue Chip Financial Advisors reports $104.1M across 342 accounts in assets under management.

How do I contact Clifford Deck?

Through Clifford's website, www.bcfa.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Rhode Island

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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