Blue Chip Partners, LLC fees and pricing
Financial planner in Farmington Hills, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Blue Chip Partners, LLC charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“Financial Planning fees are charged on a fixed-fee basis, with fees generally ranging from $2,500 to $10,000, depending on the breadth of services provided and the complexity of the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Chip Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, all accounts within a client household will be aggregated for billing purposes and billed at the same rate, in accordance with the terms of the client Investment Management Agreement.”
- “In some cases, certain account types within a client household will be subject to a separate Investment Management Agreement and billed at a different (typically lower) rate than other account types within the client household.”
- “Advance billing means that you are invoiced at the beginning of the three-month billing period, calculated on the prior quarter-end value of the billable assets in your account.”
How Blue Chip Partners, LLC’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Michigan median of $3,250. 77% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Blue Chip Partners, LLC
“Blue Chip Partners provides fee-based investment management and financial planning services to individuals, trusts, small businesses, estates, charities and pension and profitsharing plans.”
- Firm size: 34 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 1,001
- Employees
- 34
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,877,185,870
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132437
- Phone
- (248) 848-1111
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, North Carolina, New York, South Carolina, Tennessee, Texas, Virginia, Wisconsin
Other planners in Farmington Hills that publish fees
- Armor Wealth Strategies, LLCFarmington Hills$995-$4,995
- Horton Financial Planning LLCFarmington Hills$200/hr
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $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.