Advisor at Castling Financial Planning, Ltd.
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Firm
Castling Financial Planning, Ltd.
Location
Hoffman Estates, IL
Credentials
Series 65
Industry experience
16 years
Henry Glodny is a Series 65-licensed financial advisor with 16 years of industry experience, operating as the sole advisor at Castling Financial Planning, Ltd. in Hoffman Estates, IL, where he has worked since 2007. He is also the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business focused on developing software tools for his financial planning firm. Castling Financial Planning, Ltd. is an independent advisory firm serving primarily middle-class individual clients with hourly, fee-only financial planning and investment advice. The firm utilizes an evidence-based, data-driven investment process supported by a proprietary Asset Allocation Database to deliver non-discretionary advice and emphasizes written client-specific research and virtual education.
Based on Castling Financial Planning, Ltd.
Based on Castling Financial Planning, Ltd.
$995 for a twenty (20) billable hour block usable within 12 months; $129 for up to three (3) billable hours of telephone, email, and virtual meeting only planning and advisory services.
$75 per billable hour for financial planning and investment advisory services.
Fee-only: $75 per billable hour for financial planning and investment advisory services; $995 for a twenty (20) billable hour block usable within 12 months; $129 for up to three (3) billable hours of telephone, email, and virtual meeting only planning and advisory services.
Hoffman Estates, IL
Illinois
Castling Financial Planning, Ltd.
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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