Blue Chip Financial Advisors, LLC fees and pricing
Financial planner in East Providence, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 10, 2026, Blue Chip Financial Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly charges will not exceed $250.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Chip Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee would be agreed to by the client and advisor in advance and based on the services requested and complexity of the plan.”
- “Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your Account(s).”
How Blue Chip Financial Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Rhode Island median of $280. 27% of the 15 other Rhode Island planners that publish an hourly rate charge less.
About Blue Chip Financial Advisors, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Founded: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 178
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $104,069,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119510
- Website
- bcfa.net (opens in new tab)
- Phone
- (401) 435-4239
Can advise clients in 8 states: California, Florida, Louisiana, Massachusetts, Nebraska, Nevada, Rhode Island, Texas
Other planners in East Providence that publish fees
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Alvarez & Associates FinancialCentral Falls$200/hr, $750-$1,500
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/hr
- Capital Wealth Management, LLCWest Warwick$500-$5,000, $20,000/yr
- CB Capital LLCNorth Smithfield$350/hr, $2,500-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.