Castle Financial & Retirement Planning Associates Inc fees and pricing
Financial planner in Fair Haven, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Castle Financial & Retirement Planning Associates Inc charges $150 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services outside the scope of Castle Financial’s standard investment management services, including but not limited to comprehensive financial planning, retirement planning, estate planning coordination, administrative support, and specialized research, will be billed at a rate of $150 per hour.”
- Flat or project fee
- $500-$2,500
“Castle Financial's financial planning and consulting fees range from $500 to $2,500 on a fixed fee basis, or up to $150 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castle Financial & Retirement Planning Associates Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed in fifteen (15) minute increments ($37.50 maximum per 15 minutes) and the total fee will be deducted from the client’s account or invoiced if the money is not available or the client so desires at the end of the consultation.”
How Castle Financial & Retirement Planning Associates Inc’s fees compare
- Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the New Jersey median of $5,000. 12% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Castle Financial & Retirement Planning Associates Inc
“Castle Financial provides financial planning and consulting services as well as discretionary and non-discretionary investment advisory services. Clients are required to enter into Castle Financial’s Financial Advisor Agreement prior to engaging Castle Financial to provide financial planning or consulting services.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Clients
- 146
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $107,946,217
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107865
- Phone
- (732) 888-4994
Can advise clients in 6 states: Florida, North Carolina, New Jersey, New York, South Carolina, Texas
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
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.