Blue Keel Financial Planning

Blue Keel Financial Planning (CRD# 173006) is a financial advisory firm headquartered in Weston, CT. They manage $5,700,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Blue Keel Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Charles Shipman
CRD#: 6092666
55 Greens Farms Rd #200-69, Westport, CT 06880

Charles Shipman (CRD# 6092666) is the Founder and Managing Principal of Blue Keel Financial Planning, LLC. With over15 years of financial services experience, Charles leverages his expertise to help clients who want to maximize after-tax income, fund their children’s college education without robbing retirement, and align their own needs with passing on a legacy. His practice focuses on developing and implementing financial strategies for business owners and executives.


Fee-Only Financial Planning Services include:

Investment Portfolio Analysis

Ongoing Investment Management

Financial Plan Development

Goal Setting & Monitoring

Cash Flow Planning

Debt Review & Assistance

Insurance Review

Tax Minimization

Retirement Analysis

Retirement Income Planning

Social Security Optimization

Health Care Planning

Employee Benefits Analysis

Behavioral Finance Guidance

College Funding

Estate Planning

Next Gen Planning


Fee-Only Business Services include:

Business Planning & Analysis

Business Consulting

Business Management

Cash Flow Planning

Financial Plan Development

Goals Setting & Monitoring

Tax Minimization

Employer Benefits Analysis

Insurance Review

Business Continuity

Succession Planning






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