Scott Geppert
Stonekeep Investments · Sante Fe, New Mexico
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).
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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 | $169.6M across 443 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5548961 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stonekeepinvestments.com |
| Profile |
How Scott's firm compares
- Stonekeep Investments's average account is about $383,000, from its Form ADV (assets managed divided by 443 accounts).
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Questions about Scott
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.
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
- Stonekeep Investments 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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