# Matthew Pierce

> Matthew Pierce is a fee-only financial advisor at Kastel Capital in Wellesley, Massachusetts, who holds the PFS credential. Matthew focuses on estate & legacy planning and tax planning. Kastel Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kastel Capital
- **Based in:** Wellesley, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $193.3M across 265 accounts
- **Credentials:** PFS
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 4726664 (https://adviserinfo.sec.gov/individual/summary/4726664)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.kastelcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Kastel Capital 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, Kastel Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Pierce based?

Matthew Pierce is based in Wellesley, Massachusetts.

### What does Matthew specialize in?

Matthew's specialties include estate & legacy planning and tax planning.

### What credentials does Matthew Pierce hold?

Matthew Pierce holds the PFS credential.

### Is Matthew Pierce registered with the SEC?

Yes. Matthew Pierce is registered as an investment adviser representative in MA (CRD 4726664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kastel Capital manage?

Kastel Capital reports $193.3M across 265 accounts in assets under management.

### How do I contact Matthew Pierce?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4726664): 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.kastelcapital.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.