A complete list of active advisors currently associated with Castle Asset Management, LLC

Warmer can help you find a great advisor at Castle Asset Management, LLC or one who fits your needs even better.

Castle Asset Management, LLC provides personalized financial planning, portfolio management, pension consulting and financial consulting to individuals and institutional clients, including pension and profit‑sharing plans, trusts, estates, and small businesses. Its advisory services include modular written financial plans, ongoing portfolio oversight, and participant education for employee benefit plans. The firm applies long‑term and income‑focused strategies alongside fundamental and technical analysis within a modern portfolio theory framework, and may implement allocations through third‑party programs such as Matson Money and mutual fund series. While it offers discretionary management, its disclosures show a predominantly non‑discretionary orientation — $1,170,601 in continuous non‑discretionary assets managed and an additional $38,434,000 reported under advisement on a non‑continuous basis — with client accounts custodied at Interactive Brokers. Noteworthy distinctions include that firm personnel are licensed insurance agents and the firm accepts commissions for insurance products, a practice the brochure discloses as a potential conflict of interest relative to advisory fees. The firm is small (two advisors serving nine clients) and does not report serving high‑net‑worth individuals, a client profile that differs from many peers.

To learn more about the advisors currently working at Castle Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.