Castellano & Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$7,500

“Services are offered based on a flat fee of no more than $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Castellano & Associates bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Semi-annually in arrears on May 1 and November 1.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “The fees are charged - 6- monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How Castellano & Associates’ fees compare

• Its hourly rate of $300 is above the Louisiana median of $250. 64% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Shreveport that publish an hourly rate charge less.
• Its flat or project fee of $7,500 is above the Louisiana median of $3,250. 78% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Shreveport that publish a flat or project fee charge less.

About Castellano & Associates

• Principal: Castellano Jr
• Firm size: 14 employees.
• Credentials named in the brochure: CPA and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

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

Highest asset based fee in brochure

1.25% a year

Clients

285

Employees

14

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$129,542,260

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117369

Website

todaycpa.com (opens in new tab)

Phone

(318) 683-1040

Can advise clients in 2 states: Louisiana, Texas

Other planners in Shreveport that publish fees

• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Montgomery Wealth AdvisorsShreveport$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Wingo Asset Management, LLCShreveport$1,200⁠-⁠$2,500
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000

Compare all 8 planners in Shreveport