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CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

FAIR HAVEN, NJ · CRD 107865 · IAPD ↗ · castlefinancial.com · 732-888-4994

$107.9MRegulatory AUM
1Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC notice-filed in NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.