Phillip Castle
Phillip Castle is a registered investment advisor at Winnow Wealth, LLC, based in Waco, TX, with 30 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 370 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winnow Wealth's investment advisory fees range from 0.10% to 1.20% annually, based on factors like the scope and complexity of services, the amount of assets managed, and the overall relationship. The minimum fee is $250 per month. The fees are calculated based on the average daily balance of assets under management.
Location
200 W. State Hwy 6, Ste. 330, Waco, TX, 76712
Get directionsHistory
Regulatory History (1)
Regulatory
July 2002Other Business ActivitiesSells Insurance
Phillip is a partner at Simplicity Group Inc., where he recruits and trains insurance agents, dedicating about a quarter of his time. He is also an owner/partner at Nurture Wealth Insurance Agency LLC and an independent licensed insurance agent, selling various insurance policies, including life, long-term care, disability, and annuity products, dedicating about half his time to Nurture Wealth and a few hours per week as an independent agent.
Employment History
Current Registrations
Winnow Wealth, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
Castle Investor Coaching
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Oxford Financial GroupBroker
Consortium Investments, LTD.Broker
Raymond James Financial Services, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.