Eugene Castle
Advisor at Moneywise, Inc.
Updated today
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
Moneywise, Inc.
Location
Lexington, KY 40502
Credentials
CFP®, Series 63
Industry experience
18 years
About
Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.
Expertise
Based on Moneywise, Inc.
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Retirement income strategy
General estate planning guidance
Fee options
Typically $2,500 to $3,500 for coordinated financial plans; advance retainer up to $500 may be required
$0 - $1,000,000: 1.0% $1,000,000+: 0.4%
$250.00 per hour for limited planning engagements; $60.00 per hour for administrative services
Location
836 Euclid Avenue, #318
Lexington, KY 40502
Most active in
Eugene C has reported serving >5 clients in these states in the last 12 months.
Kentucky
Work history
Moneywise, Inc.
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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