Firm
Blue Castle Wealth
Lexington, Kentucky
Fee-only
Blue Castle Wealth at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients.
- Its average account is about $371,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | bluecastlewealth.com |
| Phone | (859) 440-1591 |
Blue Castle Wealth fees
Blue Castle Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 13 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 320724 |