# Charles Shipman

> Charles Shipman is a fee-only financial advisor at Blue Keel Financial Planning in Westport, Connecticut. Charles focuses on small business owners, divorce financial planning and estate & legacy planning. Blue Keel Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-shipman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Keel Financial Planning
- **Based in:** Westport, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.4M across 22 accounts
- **Specialties:** Small business owners, Divorce financial planning, Estate & legacy planning
- **CRD:** 6092666 (https://adviserinfo.sec.gov/individual/summary/6092666)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.bluekeelfp.com

## Frequently asked questions

### Is Charles Shipman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Blue Keel Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Blue Keel Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Charles work with clients virtually?

Yes. Blue Keel Financial Planning says on its website that it works with clients remotely.

### Where is Charles Shipman based?

Charles Shipman is based in Westport, Connecticut.

### What does Charles specialize in?

Charles's specialties include small business owners, divorce financial planning and estate & legacy planning.

### Is Charles Shipman registered with the SEC?

Yes. Charles Shipman is registered as an investment adviser representative in CT (CRD 6092666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Keel Financial Planning manage?

Blue Keel Financial Planning reports $13.4M across 22 accounts in assets under management.

### How do I contact Charles Shipman?

Through Charles's website, www.bluekeelfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6092666): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bluekeelfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.