# Scott Geppert

> Scott Geppert is a fee-only financial advisor at Stonekeep Investments in Sante Fe, New Mexico, who holds the CFA credential. Scott charges a percentage of assets (1.25% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Stonekeep Investments
- **Based in:** Sante Fe, New Mexico
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $169.6M across 443 accounts
- **Credentials:** CFA
- **CRD:** 5548961 (https://adviserinfo.sec.gov/individual/summary/5548961)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.stonekeepinvestments.com

## Frequently asked questions

### Is Scott Geppert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Stonekeep Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Scott charge for financial advice?

Scott charges a percentage of assets.

### How much does Scott charge?

According to Stonekeep Investments's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Where is Scott Geppert based?

Scott Geppert is based in Sante Fe, New Mexico.

### What credentials does Scott Geppert hold?

Scott Geppert holds the CFA credential.

### Is Scott Geppert registered with the SEC?

Yes. Scott Geppert is registered as an investment adviser representative in TX (CRD 5548961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stonekeep Investments manage?

Stonekeep Investments reports $169.6M across 443 accounts in assets under management.

### How do I contact Scott Geppert?

Through Scott's website, www.stonekeepinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5548961): 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.stonekeepinvestments.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.