Castle Wealth Planning fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Castle Wealth Planning charges $250 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The maximum hourly fee to be charged will not exceed $250.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castle Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a prorata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Castle Wealth Planning’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 8 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Castle Wealth Planning
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: Nathan Cultice
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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% a year
- Clients
- 111
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $236,435,373
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141601
- Phone
- (805) 962-5630
Can advise clients in 4 states: California, New York, Texas, Washington
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.