Advisor at Castellan Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Castellan Financial Advisors
Location
Newcastle, CA 95658
Credentials
CFP®, Series 65
Industry experience
18 years
Based on Castellan Financial Advisors
In select cases, an annual flat fee may be charged instead of a percentage of assets; fees negotiable.
$0 - $500,000: 0.50% annually $500,001 - $1,000,000: 0.375% annually $1,000,001+: 0.25% annually
$280 per hour, billed in 15-minute increments; fees negotiable.
Fee-only: Fee-only financial planning, consultation and investment supervisory services.
9455 Bridge Creek Lane
Newcastle, CA 95658
California
Castellan Wealth Management, Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kim Knotts, RIA
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