Blue Chip Financial Planning

Blue Chip Financial Planning at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 51 individual clients, 9 of them high net worth.
• Its average account is about $213,000 (assets it manages divided by its 169 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Blue Chip Financial Planning fees

Blue Chip Financial Planning 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

Advisors at this firm (1)

• Mark Siekierski

  CFP