Melissa Gannon
Castle Wealth Management · Boynton Beach, Florida
Melissa Gannon is a fee-only financial advisor at Castle Wealth Management in Boynton Beach, Florida, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 6333322 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.castlewm.com |
How Melissa'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 Melissa
Is Melissa Gannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa 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 Melissa charge for financial advice?
Melissa's firm, Castle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Gannon based?
Melissa Gannon is based in Boynton Beach, Florida.
What credentials does Melissa Gannon hold?
Melissa Gannon holds the CFP credential.
Is Melissa Gannon registered with the SEC?
Yes. Melissa Gannon is registered as an investment adviser representative in FL, NY and TX (CRD 6333322), 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 Melissa Gannon?
Through Melissa'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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