Eugene Castle is a CFP-designated registered investment advisor at Moneywise, INC., based in Lexington, KY, with 18 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 42 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.40% |
Fee Estimator
Location
836 Euclid Avenue, #318, Lexington, KY, 40502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moneywise, INC.
Previous Registrations
Moneywise, INC.
State Registrations1 state
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