Eugene Castle
Moneywise · Lexington, Kentucky
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.
Request an introduction to Eugene →
Facts
| Firm | Moneywise |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $40.4M across 146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY · CRD 2733633 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | moneywiseky.com |
How Eugene's firm compares
- Moneywise's average account is about $277,000, from its Form ADV (assets managed divided by 146 accounts).
Request an introduction to Eugene
Tell Eugene a little about what you're looking for. Eugene isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eugene
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.
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
- Moneywise 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.
See something wrong? Request a correction. Read our methodology.