Charles Gillespie
Castle Coast Wealth · La Jolla, California
Charles Gillespie is a fee-only financial advisor at Castle Coast Wealth in La Jolla, California. Charles focuses on founders (pre-exit), retirement planning and equity compensation. Castle Coast Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
- Founders
Facts
| Firm | Castle Coast Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $423.7M across 963 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4967696 |
| Exams passed | Series 63 (2018) · Series 65 (2018) · Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | castlecoastwealthllc.com |
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Questions about Charles
Is Charles Gillespie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Castle Coast Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Castle Coast Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Gillespie based?
Charles Gillespie is based in La Jolla, California.
What does Charles specialize in?
Charles's specialties include founders (pre-exit), retirement planning, equity compensation and family wealth transfer. Charles works with retirees, pre-retirees, executives, multi-generational families and founders.
Is Charles Gillespie registered with the SEC?
Yes. Charles Gillespie is registered as an investment adviser representative in CA and TX (CRD 4967696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Coast Wealth manage?
Castle Coast Wealth reports $423.7M across 963 accounts in assets under management.
How do I contact Charles Gillespie?
Through Charles's website, castlecoastwealthllc.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
- Castle Coast Wealth 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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