SW
SW

Scott David Worley

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
247 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$371.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.50%
$20M+0.25%

Fees and account minimums may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is a managing member and licensed general contractor with Northstar Building Management, LLC, working less than a few hours per week. He is also President/Licensed Broker at Northstar Homes Realty, Inc., dedicating minimal time to real estate brokerage transactions.

Employment History
Current Registrations
Castle Wealth Management
August 2016 - Present · 9 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Scott David Worley - Financial Advisor | TrueAdvisor