William Urquhart
Castle Island Wealth · Boynton Beach, Florida
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.
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Specialties
Who they serve
- High earners
Facts
| Firm | Castle Island Wealth |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $117.2M across 233 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2231391 |
| Exams passed | Series 65 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.castleislandwealth.com |
How William's firm compares
- Castle Island Wealth's average account is about $503,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about William
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.
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
- Castle Island 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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