CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

Overview

Castle Financial & Retirement Planning Associates Inc operates as an independent registered investment advisor serving individual and family clients. The firm combines fee-based financial planning with portfolio management for individuals, small businesses and institutions, and it offers pension consulting services as part of its advisory menu. Its billing structure mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which allows clients to choose ongoing investment management or project-based planning. On the investment side, the firm tilts toward public funds and mutual funds as the primary vehicle for client portfolios, while also integrating exchange-traded funds for core equity exposure. Castle Financial maintains a relationship as a registered representative of a broker-dealer, which may influence product access and execution options for certain accounts. The adviser does not identify as an ESG-focused investor and reports advisory activity targeted at individuals and families rather than multi-state institutional outreach.

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Public Holdings

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Location & Offices