Adam Lee
Castlepoint Wealth Advisors · Oklahoma City, Oklahoma
Adam Lee is a fee-only financial advisor at Castlepoint Wealth Advisors in Oklahoma City, Oklahoma, who holds the CFA 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.
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Specialties
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 |
| Assets under management | $751.4M across 1,139 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OK · CRD 7423789 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | castlepointwealth.com |
How Adam's firm compares
- Castlepoint Wealth Advisors's average account is about $660,000, from its Form ADV (assets managed divided by 1,139 accounts).
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Questions about Adam
Is Adam Lee 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 Lee based?
Adam Lee is based in Oklahoma City, Oklahoma.
What does Adam specialize in?
Adam's specialties include retirement planning and tax planning.
What credentials does Adam Lee hold?
Adam Lee holds the CFA credential.
Is Adam Lee registered with the SEC?
Yes. Adam Lee is registered as an investment adviser representative in OK (CRD 7423789), 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 Lee?
Through Adam's website, castlepointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Castlepoint Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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