Matthew Pierce
Kastel Capital · Wellesley, Massachusetts
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.
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Specialties
Facts
| Firm | Kastel Capital |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $193.3M across 265 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MA · CRD 4726664 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kastelcapital.com |
| Profile |
How Matthew's firm compares
- Kastel Capital's average account is about $729,000, from its Form ADV (assets managed divided by 265 accounts).
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Questions about Matthew
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.
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
- Kastel Capital 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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