Scott Worley is a registered investment advisor at Castle Wealth Management, based in Boynton Beach, FL, with 9 years of industry experience. Scott 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 247 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
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.