Kastel Capital Advisors, LLC fees and pricing

Financial planner in Wellesley, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Kastel Capital Advisors, LLC charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325/hr; “In situations where a client engages KCAL for a specific one-time project such as conducting a Portfolio Assessment or creating a Financial Plan, KCAL fee will be based on the hourly rate of $325 per hour.”

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

“Clients may terminate the agreement without penalty for a full refund of KCAL's fees within five business days of signing the Investment Advisory Contract.”
“Fees for One-Time Projects KCAL will issue an invoice to the client upon completion of the work.”
“Asset-based management fees are withdrawn directly from the client's accounts with the client’s written authorization on a quarterly basis or may be invoiced and billed directly to the client on a quarterly basis.”

Its hourly rate of $325 is above the Massachusetts median of $300. 59% of the 183 other Massachusetts planners that publish an hourly rate charge less.
2 of the 2 other planners in Wellesley that publish an hourly rate charge less.

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: 67
Employees: 3
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: $193,282,908
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 226520
Website: twitter.com/kastelcapital (opens in new tab)
Phone: (888) 622-2285

Can advise clients in 2 states: Massachusetts, New Hampshire

Is something on this page wrong or out of date?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