Castle Financial fees and pricing
Financial planner in Verona, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, Castle Financial charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castle Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client's advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of FYFLLC's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client's advisory agreement.”
How Castle Financial’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Wisconsin median of $3,000. 49% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Castle Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,068,512
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338962
- Phone
- (608) 359-1654
Other planners in Verona that publish fees
- Fiscal Fitness, LLCVerona$350/hr
- Kardinal FinancialVerona$2,400-$12,000/yr
- Midwest Asset Management, Inc.Verona$300-$500/hr
- Walkner Condon Financial Advisors LLCVerona$2,500
Is something on this page wrong or out of date?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.