Advisor at Castle Wealth Management
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Firm
Castle Wealth Management
Location
Boynton Beach, FL 33426
Credentials
Series 65
Industry experience
9 years
Scott Worley is a financial advisor at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management since 2015. Outside of his advisory role, Mr. Worley is a licensed general contractor and managing member of Northstar Building Management, as well as president and licensed broker at Northstar Homes Realty, both non-investment activities. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm employs modern portfolio theory to create diversified investment portfolios and maintains ongoing oversight through dedicated committees, with additional support from a public accounting firm affiliation.
Based on Castle Wealth Management
Based on Castle Wealth Management
Typically starting at $2,500 and up depending on client circumstances
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.25%
$100 to $450 per hour depending on complexity and mutual agreement
Account minimum: $200,000 Minimum fee: $2,000 minimum annual fee for portfolio management
1880 N Congress Ave, Suite 302
Boynton Beach, FL 33426
Florida
Eco Water Technolgies Corp
2017 - 2020 (3 years)
Castle Wealth Management
2015 - Present (11 years)
Northstar Homes Realty
1999 - Present (27 years)
Northstar Bldg Management
1999 - Present (27 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
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.
Verified by Warmer
CFP®
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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