Scott David Worley

9 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningHigh Net WorthBusiness Owners

Castle Wealth Management

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 Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,000

Location

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

Get directions

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.

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.