Castle Wealth Group Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$20,000

“Services are offered based on a flat fee between $5,000 and $20,000.”

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

How Castle Wealth Group Investments LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “For accounts on the AE Wealth Management (AEWM) (CRD#282580) platform, fees will be billed by AEWM monthly in arrears and are based on the average daily account balance for the period for the previous month.”

How Castle Wealth Group Investments LLC’s fees compare

• Its flat or project fee of $5,000-$20,000 is above the Michigan median of $3,250. 92% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Brighton that publish a flat or project fee charge less.

About Castle Wealth Group Investments LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

96

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$62,101,360

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318990

Website

castlewealthgroup.com (opens in new tab)

Phone

(844) 885-4200

Other planners in Brighton that publish fees

• Grit and Lavender Financial PlanningBrighton$375, $500/mo
• Old Oak Financial Planning, Inc.Brighton$125/hr
• Simplyria Advisor NetworkBrighton$1,000⁠-⁠$10,000
• Strickler Investment Services, LLCBrighton$250/hr, $100⁠-⁠$600/mo
• Summit Wealth Strategies Group, LLCBrighton$200/hr

Compare all 10 planners in Brighton