Christina Worley
Castle Wealth Management · Boynton Beach, Florida
Christina Worley is a fee-only financial advisor at Castle Wealth Management in Boynton Beach, Florida, who holds the CFP, PFS and CFA credentials. Castle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Castle Wealth Management |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $430.1M across 917 accounts |
| Credentials | CFP · PFS · CFA |
| SEC registration | Investment adviser representative in FL, NY · CRD 2417412 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.castlewm.com |
| Profile |
How Christina's firm compares
- Castle Wealth Management's average account is about $469,000, from its Form ADV (assets managed divided by 917 accounts).
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Questions about Christina
Is Christina Worley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Castle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christina charge for financial advice?
Christina's firm, Castle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christina Worley based?
Christina Worley is based in Boynton Beach, Florida.
What credentials does Christina Worley hold?
Christina Worley holds the CFP, PFS and CFA credentials.
Is Christina Worley registered with the SEC?
Yes. Christina Worley is registered as an investment adviser representative in FL and NY (CRD 2417412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Wealth Management manage?
Castle Wealth Management reports $430.1M across 917 accounts in assets under management.
How do I contact Christina Worley?
Through Christina's website, www.castlewm.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
- 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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