Firm
CastleKeep Investment Advisors
Westport, Connecticut
Fee-only
CastleKeep Investment Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 116 individual clients, 66 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 464 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | castlekeepadvisors.com |
| Phone | (203) 682-7200 |
CastleKeep Investment Advisors fees
CastleKeep Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $921 million |
| Individual clients | 50 |
| High-net-worth clients | 66 |
| Accounts managed | 464 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-60338) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 111656 |