# Adam Leavitt

> Adam Leavitt is a fee-only financial advisor at Castlepoint Wealth Advisors in Oklahoma City, Oklahoma, who holds the CFP credential. Adam focuses on retirement planning and tax planning. Castlepoint Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-leavitt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Castlepoint Wealth Advisors
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $751.4M across 1,139 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4723014 (https://adviserinfo.sec.gov/individual/summary/4723014)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 65 (2003)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://castlepointwealth.com

## Frequently asked questions

### Is Adam Leavitt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Castlepoint Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Castlepoint Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Adam charge?

According to Castlepoint Wealth Advisors's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Adam Leavitt based?

Adam Leavitt is based in Oklahoma City, Oklahoma.

### What does Adam specialize in?

Adam's specialties include retirement planning and tax planning.

### What credentials does Adam Leavitt hold?

Adam Leavitt holds the CFP credential.

### Is Adam Leavitt registered with the SEC?

Yes. Adam Leavitt is registered as an investment adviser representative in OK (CRD 4723014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Castlepoint Wealth Advisors manage?

Castlepoint Wealth Advisors reports $751.4M across 1,139 accounts in assets under management.

### How do I contact Adam Leavitt?

Through Adam's website, castlepointwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4723014): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://castlepointwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.