William Reeve
Kastel Capital · Wellesley, Massachusetts
William Reeve is a fee-only financial advisor at Kastel Capital in Wellesley, Massachusetts, who holds the CFP and CFA credentials. William 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 | CFP · CFA |
| SEC registration | Investment adviser representative in MA · CRD 2670154 |
| Exams passed | Series 63 (1997) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kastelcapital.com |
How William'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 William
Is William Reeve a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Kastel Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Reeve based?
William Reeve is based in Wellesley, Massachusetts.
What does William specialize in?
William's specialties include estate & legacy planning and tax planning.
What credentials does William Reeve hold?
William Reeve holds the CFP and CFA credentials.
Is William Reeve registered with the SEC?
Yes. William Reeve is registered as an investment adviser representative in MA (CRD 2670154), 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 William Reeve?
Through William'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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