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Megan Kiziah

Castle Wealth Management
4 Years of Experience
Boynton Beach, FL
1 Disclosure
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Megan Kiziah is a registered investment advisor at Castle Wealth Management, based in Boynton Beach, FL, with 4 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 251 clients with $430M in assets under management.

Castle Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
251 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$430.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Castle Wealth Management
August 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2025 - September 2025 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2025 - September 2025 · 3 mos
Stifel, Nicolaus & Company, Incorporated
March 2023 - July 2023 · 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2023 - July 2023 · 4 mos
UBS Financial Services INC.Broker
May 2022 - March 2023 · 10 mos
UBS Financial Services INC.
May 2022 - March 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2021 - April 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2021 - April 2022 · 9 mos
Stifel, Nicolaus & Company, Incorporated
August 2019 - June 2021 · 1 yr 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2019 - June 2021 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - August 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - August 2019 · 11 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
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