Castellan Financial Advisors fees and pricing
Financial planner in Newcastle, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Castellan Financial Advisors charges $280 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $280/hr
“Financial Planning and Investment Consultation Services Hourly fees for financial planning and investment consultation services are assessed at a rate of $280 per hour; billed in 15‐minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castellan Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for these services are negotiable at the sole discretion of the President of CFA.”
- “Final payment is due upon completion of the assignment.”
- “The firm’s investment supervisory services fees are negotiable at the sole discretion of the President of CFA.”
How Castellan Financial Advisors’ fees compare
- Its hourly rate of $280 is below the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
About Castellan Financial Advisors
“Remaining activities include providing financial advice on budgeting, debt management, education funding, retirement planning, legacy issues, risk management, and tax planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,777,434
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143334
- Phone
- (916) 316-5372
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.