# Stephen Haberstroh

> Stephen Haberstroh is a fee-only financial advisor at CastleKeep Investment Advisors in Westport, Connecticut. CastleKeep Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** CastleKeep Investment Advisors
- **Based in:** Westport, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $920.8M across 464 accounts
- **Works with:** Ultra high net worth
- **CRD:** 4853300 (https://adviserinfo.sec.gov/individual/summary/4853300)
- **SEC registration:** Investment adviser representative in CT, DE, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.castlekeepadvisors.com

## Frequently asked questions

### Is Stephen Haberstroh a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, CastleKeep Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephen Haberstroh based?

Stephen Haberstroh is based in Westport, Connecticut.

### Is Stephen Haberstroh registered with the SEC?

Yes. Stephen Haberstroh is registered as an investment adviser representative in CT, DE and TX (CRD 4853300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CastleKeep Investment Advisors manage?

CastleKeep Investment Advisors reports $920.8M across 464 accounts in assets under management.

### How do I contact Stephen Haberstroh?

Through Stephen's website, www.castlekeepadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4853300): 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://castlekeepadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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