Castling Financial Planning, LTD. fees and pricing

Financial planner in Hoffman Estates, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Castling Financial Planning, LTD. charges $75 an hour 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: $75/hr; “CastlingFP's Hourly Fee Schedule for 2026 is as follows: 1. $75 per billable hour for financial planning and investment advisory services, or 2. $995 for a twenty (20) billable hour block that can be utilized within twelve (12) months, or 3. $129 for up to three (3) billable hours of telephone, email and virtual…”

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

“CastlingFP accepts a small deposit from clients at the beginning of each engagement, of at least fifty dollars ($50) and thereafter, bills clients as fees are incurred.”
“Each invoice details the date of service, billable hours in one quarter hour increments, the specific services rendered or analysis done during each time period and the applicable hourly rate.”
“CastlingFP does accept a small deposit from clients at the beginning of each engagement, of at least fifty dollars ($50) and thereafter, bills clients as fees are incurred.”

Its hourly rate of $75 is below the Illinois median of $273. None of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 3 other planners in Hoffman Estates that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2009 (17 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 150844
Website: castlingfinancialplanning.com (opens in new tab)
Phone: (224) 353-8567

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