Blue Keel Financial Planning

Blue Keel Financial Planning (CRD# 173006) is a financial advisory firm headquartered in Westport, CT. They manage $23,800,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8 Wright Street, Suite 100, Westport, CT 06880
https://www.bluekeelfp.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $881,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Blue Keel Financial Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals