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Castle Wealth Planning

Headquartered in SANTA BARBARA, CA

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Firm Information

Castle Wealth Planning is a registered investment advisor based in SANTA BARBARA, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have approximately $180 million in regulatory assets under management.

Castle Wealth Planning

1105 CHAPALA ST.

SANTA BARBARA, CA 93101

$180.46M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CASTLE WEALTH PLANNING has a total of 1 branch locations across the country.
location

SANTA BARBARA, CA

Advisors at Castle Wealth Planning

View All 1 Advisors
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Nathan Edward Cultice

CFP®, RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Castle Wealth Planning.

Frequently Asked Questions (6)

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