# Naoko McKelvey

> Naoko McKelvey is a fee-only financial advisor at Blue Chip Partners in Farmington Hills, Michigan, who holds the CFP credential. Naoko 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.

Page: https://find.wellspent.co/advisors/naoko-mckelvey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $1.88B across 3,207 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** Retirees, Pre-retirees, Executives
- **CRD:** 4418886 (https://adviserinfo.sec.gov/individual/summary/4418886)
- **SEC registration:** Investment adviser representative in FL, LA, MI, TX
- **Exams passed:** Series 63 (2003), Series 65 (2010)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** https://www.bluechippartners.com

## Frequently asked questions

### Is Naoko McKelvey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Naoko 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 Naoko charge for financial advice?

Naoko charges a percentage of assets.

### How much does Naoko 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 Naoko McKelvey based?

Naoko McKelvey is based in Farmington Hills, Michigan.

### What does Naoko specialize in?

Naoko's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Naoko works with retirees, pre-retirees and executives.

### What credentials does Naoko McKelvey hold?

Naoko McKelvey holds the CFP credential.

### Is Naoko McKelvey registered with the SEC?

Yes. Naoko McKelvey is registered as an investment adviser representative in FL, LA, MI and TX (CRD 4418886), 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 Naoko McKelvey?

Through Naoko's website, www.bluechippartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4418886): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bluechippartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.