Firm
Castlepoint Wealth Advisors
Oklahoma City, Oklahoma
Fee-only
Castlepoint Wealth Advisors at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 9 advisors are listed here; 7 of 9 hold the CFP.
- Its Form ADV reports 10 employees and 277 individual clients, 152 of them high net worth.
- Its average account is about $660,000 (assets it manages divided by its 1,139 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | castlepointwealth.com |
| [email protected] | |
| Phone | (405) 705-2906 |
Castlepoint Wealth Advisors fees
Castlepoint Wealth Advisors 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 | $751 million |
| Individual clients | 125 |
| High-net-worth clients | 152 |
| Accounts managed | 1,139 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-96254) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 205512 |