Megan Kiziah
Castle Wealth Management · Boynton Beach, Florida
Megan Kiziah is a fee-only financial advisor at Castle Wealth Management in Boynton Beach, Florida. 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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 6786970 |
| Exams passed | Series 66 (2019) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.castlewm.com |
How Megan'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 Megan
Is Megan Kiziah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan 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 Megan charge for financial advice?
Megan's firm, Castle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Megan Kiziah based?
Megan Kiziah is based in Boynton Beach, Florida.
Is Megan Kiziah registered with the SEC?
Yes. Megan Kiziah is registered as an investment adviser representative in FL and TX (CRD 6786970), 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 Wealth Management manage?
Castle Wealth Management reports $430.1M across 917 accounts in assets under management.
How do I contact Megan Kiziah?
Through Megan'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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