# Matthew Kaszel

> Matthew Kaszel is a fee-only financial advisor at Castle Wealth Management in Boynton Beach, Florida, who holds the CFA credential. Castle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-kaszel/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $430.1M across 917 accounts
- **Credentials:** CFA
- **CRD:** 8330595 (https://adviserinfo.sec.gov/individual/summary/8330595)
- **SEC registration:** Investment adviser representative in FL, TX
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.castlewm.com

## Frequently asked questions

### Is Matthew Kaszel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew's firm, Castle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Kaszel based?

Matthew Kaszel is based in Boynton Beach, Florida.

### What credentials does Matthew Kaszel hold?

Matthew Kaszel holds the CFA credential.

### Is Matthew Kaszel registered with the SEC?

Yes. Matthew Kaszel is registered as an investment adviser representative in FL and TX (CRD 8330595), 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 Matthew Kaszel?

Through Matthew's website, www.castlewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8330595): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.