Warren Leet
Blue Castle Wealth · Lexington, Kentucky
Warren Leet is a fee-only financial advisor at Blue Castle Wealth in Lexington, Kentucky. Warren focuses on retirement planning. Blue Castle Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Blue Castle Wealth |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.5M across 39 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7530037 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bluecastlewealth.com |
| Profile |
How Warren's firm compares
- Blue Castle Wealth's average account is about $371,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Warren
Is Warren Leet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Blue Castle Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Blue Castle Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Warren Leet based?
Warren Leet is based in Lexington, Kentucky.
What does Warren specialize in?
Warren's specialties include retirement planning. Warren works with retirees.
Is Warren Leet registered with the SEC?
Yes. Warren Leet is registered as an investment adviser representative in KY (CRD 7530037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Castle Wealth manage?
Blue Castle Wealth reports $14.5M across 39 accounts in assets under management.
How do I contact Warren Leet?
Through Warren's website, bluecastlewealth.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
- Blue Castle Wealth 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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