Kastel Capital Advisors, LLC

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Client assets under management

$147,287,674

Clients

81% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,198,323

About

Kastel Capital Advisors provides investment advice and wealth management to individuals (including high‑net‑worth clients), business retirement plans, and institutional clients such as endowments and foundations. The firm’s services include portfolio management, financial planning, institutional asset management, and facilitated estate planning through a third‑party platform (Wealth, Inc.), with tax planning added to its service menu in February 2026.

Kastel creates a written Investment Policy Statement for each client and generally manages accounts on a discretionary basis, emphasizing long‑term investing with selective short‑term trading and using fundamental, technical, and quantitative analysis. The firm limits its recommendations primarily to mutual funds, ETFs, equities, fixed income, REITs and certain non‑U.S. securities, and documents fiduciary practices and procedures intended to seek best execution.

A distinctive feature is the firm’s affiliation with an accounting practice, an uncommon arrangement for peers, which coincides with its recent expansion into tax planning and may support integrated tax‑related advice. Kastel operates with a small advisory team managing roughly $193 million in client assets and 67 client relationships, combining a boutique advisor scale with offerings that include both individual and institutional solutions.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General estate planning guidance Wealth management

Fee options

Fixed

Fixed annual fees for subset of ongoing wealth management services (negotiable); Estate planning fixed fees up to $2,000

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $4,000,000: 0.65% annually $4,000,001+: 0.60% annually

Project-based

$325 per hour for one-time projects (e.g., portfolio assessment, financial plan)

Other

Account minimum: $500,000 (may be waived at firm's discretion) Fee-only: Fixed fees negotiated based on scope of ongoing wealth management services; One-time project fees at $325 per hour; Estate planning fixed fees up to $2,000

Main office location

Kastel Capital Advisors, LLC

40 Grove Street, Suite 190

Wellesley MA 02482, United States

Number of offices

Most active in

Massachusetts

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

X Website (888) 622-2285

Advisors at this firm

William R

CFP®, CFA®, Series 63, Series 65

Wellesley, MA

Kastel Capital Advisors, LLC

William Reeve is a financial advisor at Kastel Capital Advisors, LLC with nine years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Asset Strategy Investments and Island Light Capital, where he is also a registered representative. Outside of advising, he is a partner in a tax and accounting firm specializing in tax planning and preparation. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm integrates long-term investing with selective short-term trading and offers estate-planning services through a partnership with a third-party platform.

General estate planning guidance Wealth management

Matthew P

PFS™

Wellesley, MA

Kastel Capital Advisors, LLC

Matthew Pierce is a financial advisor at Kastel Capital Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation and has worked at Kastel since 2020. Prior to that, he was with Asset Strategy Consultants LLC and has served as president of Island Light Capital Corp, an MA registered investment advisor. Pierce also acts as treasurer for several private realty companies and nonprofit organizations. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm offers discretionary portfolio management and institutional asset management, utilizing a combination of long-term investing and selective short-term trading with diverse asset allocations, and integrates estate-planning services through a partnership with Wealth, Inc.

General estate planning guidance Wealth management

Drasko K

Series 63, Series 65

Wellesley, MA

Kastel Capital Advisors, LLC

Drasko Kovrlija is a financial advisor at Kastel Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kastel since 2015. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm combines long-term investing with selective short-term trading, uses a variety of analysis methods, and integrates estate-planning services through a partnership with Wealth, Inc.

General estate planning guidance Wealth management

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