Blue Chip Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$25⁠-⁠$125/qtr

“The fixed fee charged ranges from $25 to $125 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Chip Financial Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are billed in arrears for the previous quarter so clients are only paying for asset management already performed.”

About Blue Chip Financial Advisors, Inc.

• Principal: James K. Stuart
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1999 (27 years).

Planning areas mentioned in the brochure

• College planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

No minimum stated in brochure

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119917

Phone

(330) 414-8130

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