Firm
Blue Chip Financial Advisors
East Providence, Rhode Island
Fee-only
Blue Chip Financial Advisors at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 178 individual clients, 25 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 342 accounts).
Facts
| Based in | East Providence, Rhode Island |
|---|---|
| Website | bcfa.net |
| Phone | (401) 435-4239 |
Blue Chip Financial Advisors fees
Blue Chip Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $104 million |
| Individual clients | 153 |
| High-net-worth clients | 25 |
| Accounts managed | 342 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-137054) |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 119510 |
Advisors at this firm (3)
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