Manishkumar Jain
BluePrism Wealth Management · Richmond, Texas
Manishkumar Jain is a fee-only financial advisor at BluePrism Wealth Management in Richmond, Texas. Manishkumar focuses on retirement planning and sustainable & impact investing. BluePrism Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BluePrism Wealth Management |
|---|---|
| Based in | Richmond, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $143K across 2 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7449515 |
| Exams passed | Series 63 (2022) · Series 66 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blueprismwealth.com |
| Profile |
How Manishkumar's firm compares
- BluePrism Wealth Management's average account is about $72,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Manishkumar
Is Manishkumar Jain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Manishkumar holds no broker registration, and BluePrism Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Manishkumar charge for financial advice?
Manishkumar's firm, BluePrism Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Manishkumar Jain based?
Manishkumar Jain is based in Richmond, Texas.
What does Manishkumar specialize in?
Manishkumar's specialties include retirement planning and sustainable & impact investing.
Is Manishkumar Jain registered with the SEC?
Yes. Manishkumar Jain is registered as an investment adviser representative in GA and TX (CRD 7449515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BluePrism Wealth Management manage?
BluePrism Wealth Management reports $143K across 2 accounts in assets under management.
How do I contact Manishkumar Jain?
Through Manishkumar's website, www.blueprismwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
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
- BluePrism Wealth Management 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.
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