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castle financial & retirement planning associates inc

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fair haven, NJ

Additional Information

Castle Financial is a fee-based independent SEC Registered Investment Advisory Firm operating as a fiduciary. They provide personalized financial guidance for wealth management, retirement planning, and family legacy planning with a risk-averse approach and tactical investment strategy.

Certified Financial FiduciaryCertified Financial PlannerCertified Fund SpecialistCertified Digital Asset AdvisorSEC Registered Investment Advisor

Specializes in

Retirement income planningPortfolio structuringFamily legacy planningWealth protection and growth

Services

Financial planningRetirement planningInvestment managementFamily wealth preservationWealth transfer counselingDebt managementLegacy planning

Serving Monmouth County NJ, New York City NY, Naples FL

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 732-888-4994

Website: https://www.castlefinancial.com

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Frequently Asked Questions

How much does a financial advisor cost in fair haven?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.