Matthew Kaszel
Castle Wealth Management · Boynton Beach, Florida
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.
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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 | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 8330595 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.castlewm.com |
| Profile |
How Matthew'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 Matthew
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.
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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