Keith Egbert
Shade Tree Advisors · Saratoga Springs, New York
Keith Egbert is a fee-only financial advisor at Shade Tree Advisors in Saratoga Springs, New York. Shade Tree Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Shade Tree Advisors |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.45B across 152 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6006987 |
| Exams passed | Series 66 (2012) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.shadetreeadvisors.com |
How Keith's firm compares
- Shade Tree Advisors's average account is about $9.6 million, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Keith
Is Keith Egbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Shade Tree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Shade Tree Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Keith Egbert based?
Keith Egbert is based in Saratoga Springs, New York.
Is Keith Egbert registered with the SEC?
Yes. Keith Egbert is registered as an investment adviser representative in NY (CRD 6006987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shade Tree Advisors manage?
Shade Tree Advisors reports $1.45B across 152 accounts in assets under management.
How do I contact Keith Egbert?
Through Keith's website, www.shadetreeadvisors.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
- 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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