Advisor at Castle Wealth Group Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Castle Wealth Group Investments LLC
Location
Brighton, MI 48114
Credentials
Series 65
Industry experience
8 years
Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.
Based on Castle Wealth Group Investments LLC
Financial planning fees are flat fees ranging from $5,000 to $20,000
1.2% annually
Advisors may receive commissions from sale of insurance products as licensed agents
Fee-only: Financial planning flat fees between $5,000 and $20,000
8273 Grand River Avenue, Suite 220
Brighton, MI 48114
Michigan
Castle Wealth Group Investments LLC
2022 - Present (4 years)
Castle Wealth Group Investments LLC
2021 - Present (5 years)
AE Wealth Management, LLC
2019 - 2022 (3 years)
Castle Wealth Group
2019 - Present (7 years)
C2 P Capital Advisory Group Dba Prosperity Capital Advisors
2017 - 2019 (2 years)
BERRY LAW DBA Castle Wealth Group Legal
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Brighton, MI
Grit and Lavender Financial Planning
Series 63, Series 65
Brighton, MI
Wealth & Wellness Group, LLC
Series 65, Series 66
Brighton, MI
Fiducial Partners LLC
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.
CFP®, Series 63, Series 66
Brighton, MI
Summit Wealth Strategies Group, LLC
CFP®, Series 65
Brighton, MI
Old Oak Financial Planning, Inc.
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