# Eugene Castle

> Eugene Castle is a fee-only financial advisor at Moneywise in Lexington, Kentucky, who holds the CFP credential. Moneywise reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Moneywise
- **Based in:** Lexington, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $40.4M across 146 accounts
- **Credentials:** CFP
- **CRD:** 2733633 (https://adviserinfo.sec.gov/individual/summary/2733633)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 63 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://moneywiseky.com

## Frequently asked questions

### Is Eugene Castle a fee-only financial advisor?

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

### How does Eugene charge for financial advice?

Eugene's firm, Moneywise, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eugene Castle based?

Eugene Castle is based in Lexington, Kentucky.

### What credentials does Eugene Castle hold?

Eugene Castle holds the CFP credential.

### Is Eugene Castle registered with the SEC?

Yes. Eugene Castle is registered as an investment adviser representative in KY (CRD 2733633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Moneywise manage?

Moneywise reports $40.4M across 146 accounts in assets under management.

### How do I contact Eugene Castle?

Through Eugene's website, moneywiseky.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2733633): 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://www.moneywiseky.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.