Kevin McCluskey
Castle Island Wealth · Palm Beach Gardens, Florida
Kevin McCluskey is a fee-only financial advisor at Castle Island Wealth in Palm Beach Gardens, Florida. Kevin focuses on tax planning, small business owners and founders (pre-exit). Castle Island Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Castle Island Wealth |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $117.2M across 233 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2981542 |
| Exams passed | Series 63 (1998) · Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.castleislandwealth.com |
| Profile |
How Kevin's firm compares
- Castle Island Wealth's average account is about $503,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Kevin
Is Kevin McCluskey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Castle Island Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Castle Island Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin McCluskey based?
Kevin McCluskey is based in Palm Beach Gardens, Florida.
What does Kevin specialize in?
Kevin's specialties include tax planning, small business owners and founders (pre-exit). Kevin works with high earners.
Is Kevin McCluskey registered with the SEC?
Yes. Kevin McCluskey is registered as an investment adviser representative in FL and TX (CRD 2981542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Castle Island Wealth manage?
Castle Island Wealth reports $117.2M across 233 accounts in assets under management.
How do I contact Kevin McCluskey?
Through Kevin's website, www.castleislandwealth.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 Island 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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