# William Urquhart

> William Urquhart is a fee-only financial advisor at Castle Island Wealth in Boynton Beach, Florida. William focuses on tax planning, small business owners and founders (pre-exit). Castle Island Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-urquhart/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Castle Island Wealth
- **Based in:** Boynton Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $117.2M across 233 accounts
- **Specialties:** Tax planning, Small business owners, Founders (pre-exit)
- **Works with:** High earners
- **CRD:** 2231391 (https://adviserinfo.sec.gov/individual/summary/2231391)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2001)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.castleislandwealth.com/

## Frequently asked questions

### Is William Urquhart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Castle Island Wealth 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, Castle Island Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is William Urquhart based?

William Urquhart is based in Boynton Beach, Florida.

### What does William specialize in?

William's specialties include tax planning, small business owners and founders (pre-exit). William works with high earners.

### Is William Urquhart registered with the SEC?

Yes. William Urquhart is registered as an investment adviser representative in FL and TX (CRD 2231391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Castle Island Wealth manage?

Castle Island Wealth reports $117.2M across 233 accounts in assets under management.

### How do I contact William Urquhart?

Through William's website, www.castleislandwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2231391): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://castleislandwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.