Castle Island Wealth fees and pricing

Financial planner in Palm Beach Gardens, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Castle Island Wealth charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

“Instead, we will issue an invoice for payment of our advisory fee, and payment is due in accordance with the terms of the advisory agreement governing this arrangement.”
“Our advisory fee is negotiable, depending on individual client circumstances. 7 At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.”
“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
7 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 146
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed: $117,199,452
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 287710
Website: castleislandwealth.com (opens in new tab)
Phone: (561) 208-3883

Is something on this page wrong or out of date?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.