Firm
Stonekeep Investments
Sante Fe, New Mexico
Fee-only
Stonekeep Investments at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 110 individual clients, 23 of them high net worth.
- Its average account is about $383,000 (assets it manages divided by its 443 accounts).
Facts
| Based in | Sante Fe, New Mexico |
|---|---|
| Website | stonekeepinvestments.com |
| Phone | (615) 975-3635 |
Stonekeep Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"annual advisory fee of 1.25% on the first $1M of assets under management" source
"Investment management clients pay Stonekeep an annual advisory fee of 1.25% on the first $1M of assets under management and 0.50% on all amounts above $1M." source
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 | $170 million |
| Individual clients | 87 |
| High-net-worth clients | 23 |
| Accounts managed | 443 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-128850) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 306144 |