# Blue Keel Financial Planning

> Blue Keel Financial Planning is a state-registered investment advisory firm in Westport, CT, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 173006
- Filed as: BLUE KEEL FINANCIAL PLANNING
- Legal name: Blue Keel Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173006
- AdvisorCensus page: https://advisorcensus.com/firm/blue-keel-financial-planning-westport-ct-173006

## Quick answers

**How is Blue Keel Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Keel Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blue Keel Financial Planning located?**
Blue Keel Financial Planning's principal office is in Westport, CT, according to its Form ADV.

**Is Blue Keel Financial Planning registered with the SEC or a state?**
Blue Keel Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 173006.

**How much does Blue Keel Financial Planning manage?**
Blue Keel Financial Planning reports $13,409,723 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Blue Keel Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Blue Keel Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173006

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,409,723
- Discretionary: $13,409,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $9,707,571 |
| High net worth individuals | Fewer than 5 | $3,702,152 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluekeelfp.com
- Facebook @bluekeelfp
- X @bluekeelfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Keel Financial Planning (CRD 173006): Form ADV filing data as of October 2026.