Blue Keel Financial Planning fees and pricing
Financial planner in Westport, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Blue Keel Financial Planning charges $250 an hour, a flat or project fee of $2,000-$10,000, and a monthly fee of $250-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate is $250 per hour; billed in 15-minute increments and a partial increment will be treated as a whole increment.”
- Flat or project fee
- $2,000-$10,000
“Blue Keel Financial Planning, LLC Form ADV Part 2 Page 8 of 29 One-Time Comprehensive Financial Plan fees range from $2,000 to $10,000, depending on the complexity of the client’s financial and tax situation.”
- Monthly fee
- $250-$2,500/mo
“To do this we assess a monthly fee of $250 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Keel Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half the quoted fee is due upon execution of the engagement agreement and the remaining portion is due upon delivery of the plan.”
- “The fee is to be paid within the first 10 days beginning each month (monthly in advance), and we require a six-month commitment to initiate this service.”
- “Half of the estimated hourly fee is payable upon signing the agreement and the balance is due upon delivery of the client’s plan or our advice.”
How Blue Keel Financial Planning’s fees compare
- Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Westport that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the Connecticut median of $5,125. 60% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Westport that publish a flat or project fee charge less.
About Blue Keel Financial Planning
“Blue Keel Financial Planning provides a broad range of investment advisory solutions to its clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $13,409,723
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173006
- Phone
- (203) 557-8272
Other planners in Westport that publish fees
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Brennan Capital Management LLCWestport$300/hr, $750-$3,000
- Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000-$25,000
- Drum Hill Capital, LLCWestport$300/hr
- Foundation Financial Inc.Westport$125-$200/hr, $1,000-$4,500
- Greater WealthWestport$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.