Craig V. Castanos CPA fees and pricing
Financial planner in La Mesa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Craig V. Castanos CPA charges $300 an hour and 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 February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees may also be charged on an hourly basis at a rate of $300 per hour and are paid as services are rendered.”
- Flat or project fee
- $1,000-$5,000
“Fixed fees range from $1,000 to $5,000 and are based upon the complexity of assets, number of areas analyzed, depth of analysis required, or other unique reasons agreed upon between you and us.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Craig V. Castanos CPA bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Lower fees for comparable services may be available from other sources.” All fees are negotiable at our discretion.”
How Craig V. Castanos CPA’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 6 other planners in La Mesa that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in La Mesa that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Craig V. Castanos CPA
“The Firm was formed to provide financial planning services to clients.”
- Principal: Craig Castanos
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136533
- Phone
- (619) 750-3995
Other planners in La Mesa that publish fees
- Alpha & OmegaLa Mesa$200-$550/hr
- Bruce Mcindoe & Associates, Inc.La Mesa$100/hr
- Esi Financial Services, Inc.La Mesa$375/hr, $3,000
- Ing WealthLa Mesa$150-$250/hr, $1,500-$9,500
- Petix & Botte FinancialLa Mesa$250/hr, $500-$3,000
- Tweet Management Services, Inc.La Mesa$500/hr, $300/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.