Blue Keel Financial Planning

Blue Keel Financial Planning (CRD# 173006) is a financial advisory firm headquartered in Weston, CT. They manage $1,300,000 in 8 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
Po Box 1244, Weston, CT 06883

Charles Shipman (CRD# 6092666) is an Investment Advisor Representative working at Blue Keel Financial Planning in Weston, CT and has over 3 years of experience in the finance industry.

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