Bluechip Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Firm reserves the right to charge an additional $300 per hour for a Certified Financial Planner or $75.00 per hour for a Paraplanner for services beyond the scope of the selected plan.”

Monthly fee

$29/mo

“The Firm charges a $1,750 flat fee for the financial plan, which includes 5 hours, and a $29 monthly subscription to eMoney.”

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

How Bluechip Wealth Advisors LLC bills

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

• “The advisory fee is negotiable depending on the representative providing the management services, the market value of the account, asset types, complexity of your portfolio, services desired, your financial situation, and level of trading activity.”
• “Depending on the investment program chosen, the annual fee is divided and paid quarterly in advance (Schwab, Fidelity) or arrears (Schwab, SEI) through a direct debit of your account.”
• “Any fees due to BCWA from the client will be invoiced or deducted from the client’s account prior to termination.”

How Bluechip Wealth Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Milton that publish an hourly rate charge less.

About Bluechip Wealth Advisors LLC

• Firm size: 8 employees.
• Founded: 2007 (19 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

1.75% a year

Clients

372

Employees

8

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$666,399,638

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150008

Website

bcwealthadvisors.com (opens in new tab)

Phone

(770) 771-5812

Can advise clients in 8 states: Alabama, California, Florida, Georgia, Louisiana, North Carolina, Tennessee, Texas

Other planners in Milton that publish fees

• Cei Financial PlanningMilton$175/hr, $500/yr
• MRP Advisors, LLCMilton$550/hr, $15,000/yr
• Responsive Financial Group, Inc.Milton$100⁠-⁠$225/hr, $1,200⁠-⁠$6,000/qtr
• Rock One Advisors, LLCMilton$1,500⁠-⁠$50,000

Compare all 9 planners in Milton