Blue Castle Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“In certain situations, BCW may charge an hourly rate of $125 per hour for financial planning services.”

Flat or project fee

$250⁠-⁠$2,500

“Financial planning engagements may include comprehensive financial planning or limited-scope project planning depending on the needs of the Client. 8 Project-based financial planning fees generally range from $250 to $2,500, depending on the scope of services requested and the estimated time required to complete…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Castle Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee is calculated quarterly in arrears using the average daily balance of the client’s account(s) during the billing period.”
• “Because advisory fees are billed quarterly in arrears, clients are responsible only for advisory fees earned through the effective date of termination.”
• “Upon termination, the advisory fee will be calculated on a pro-rata basis using the number of days the account was managed during the billing period.”

How Blue Castle Wealth’s fees compare

• Its hourly rate of $125 is below the Kentucky median of $250. 11% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 1 of the 11 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Kentucky median of $3,000. 24% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• None of the 6 other planners in Lexington that publish a flat or project fee charge less.

About Blue Castle Wealth

• Principal: Warren Leet
• 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
• Business owners
• Insurance analysis
• 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% a year

Clients

13

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$14,480,733

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

320724

Website

twitter.com/bluecastle_lex (opens in new tab)

Phone

(859) 440-1591

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000
• Equity Advisors of Kentucky IncLexington$35⁠-⁠$100/hr

Compare all 27 planners in Lexington