Castle Wealth Management fees and pricing
Financial planner in Boynton Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 15, 2026, Castle Wealth Management charges $100-$450 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$450/hr
“On an hourly basis, ranging from $100 to $450 per hour, depending on the nature and complexity of each client’s circumstances as well as mutual agreement of the client.”
- Flat or project fee
- $2,500
“As a fixed fee, typically ranging from $2,500 and up, depending upon the nature and complexity of each client’s circumstances along with the mutual agreement of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castle Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated in arrears on the last business day or the beginning of the month or quarter on the household aggregated assets under management, including accrued interest and payable monthly or quarterly.”
- “Upon termination of any account, prepaid and/or unearned fees will be promptly refunded while any earned, unpaid fees will be due and payable.”
- “All fees shall be prorated to the date 30 days after the termination receipt.”
How Castle Wealth Management’s fees compare
- Its hourly rate of $100-$450 spans the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
About Castle Wealth Management
“Background Information Castle Wealth Management provides customized wealth management and financial planning services to high-networth families, individuals, businesses, trusts, and charitable entities.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Insurance analysis
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
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 242
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $430,064,189
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118364
- Phone
- (561) 686-9604
Can advise clients in 10 states: California, Connecticut, Florida, Georgia, North Carolina, New York, Ohio, Pennsylvania, Texas, Virginia
Other planners in Boynton Beach that publish fees
- Brightpath Financial, Inc.Boynton Beach$375/hr, $5,000-$40,000/yr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.