Charles Shipman
Blue Keel Financial Planning · Westport, Connecticut
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $13.4M across 22 accounts |
| SEC registration | Investment adviser representative in CT · CRD 6092666 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bluekeelfp.com |
| Profile |
How Charles's firm compares
- Blue Keel Financial Planning's average account is about $610,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Blue Keel Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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