Erin Goss
Blue Chip Partners · Farmington Hills, Michigan
Erin Goss is a fee-only financial advisor at Blue Chip Partners in Farmington Hills, Michigan, who holds the CFA credential. Erin charges a percentage of assets (1.25% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Erin →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Blue Chip Partners |
|---|---|
| Based in | Farmington Hills, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.88B across 3,207 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 4572753 |
| Exams passed | Series 66 (2003) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.bluechippartners.com |
Request an introduction to Erin
Tell Erin a little about what you're looking for. Erin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erin
Is Erin Goss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and Blue Chip Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin charges a percentage of assets.
How much does Erin charge?
According to Blue Chip Partners's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Erin Goss based?
Erin Goss is based in Farmington Hills, Michigan.
What does Erin specialize in?
Erin's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Erin works with retirees, pre-retirees and executives.
What credentials does Erin Goss hold?
Erin Goss holds the CFA credential.
Is Erin Goss registered with the SEC?
Yes. Erin Goss is registered as an investment adviser representative in MI (CRD 4572753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Chip Partners manage?
Blue Chip Partners reports $1.88B across 3,207 accounts in assets under management.
How do I contact Erin Goss?
Through Erin's website, www.bluechippartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Blue Chip Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.