C
Castellano Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,000,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
200
2% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
200
Very HighAverage account size
$395,000
About
Castellano Wealth Planning provides discretionary asset management and financial planning services for individual clients and for retirement plans, including limited‑scope ERISA 3(21) fiduciary services for plan sponsors. The firm charges percentage‑of‑AUM advisory fees and manages accounts using model portfolios and sub‑advisor strategies where appropriate.
The firm’s investment approach emphasizes long‑term, diversified allocations built with low‑cost index mutual funds and ETFs, with direct indexing and periodic tax‑loss harvesting available for eligible clients; financial planning may be provided as part of recommendations at no additional charge. Castellano Wealth Planning implements client strategies through custodial and model platforms (including Altruist’s Model Marketplace and Orion Portfolio Solutions) and maintains discretion to select and monitor sub‑advisors.
Noteworthy distinctions include the firm’s affiliation with insurance activities: principals are licensed insurance agents who receive customary commission compensation for insurance sales, a disclosed conflict that the firm says it mitigates through fiduciary duties and disclosures. The firm operates as a small, single‑advisor practice managing roughly $80 million in client assets, requires the use of specified custodians, and does not routinely vote client proxies unless asked to provide assistance.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01 - $25,000,000: 0.40% annually $25,000,000.01 - $50,000,000: 0.30% annually $50,000,000.01 - $100,000,000: 0.25% annually $100,000,000.01+: 0.20% annually
Investment Advisor Representatives receive commissions from insurance product sales as licensed insurance agents.
Fee-only: Annual advisory fees based on tiered AUM schedule; fees are negotiable.
Main office location
Castellano Wealth Planning
Plano TX, United States
Number of offices
1
Most active in
Castellano Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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