Castling Financial Planning, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Castling Financial Planning, Ltd. is a solo, independent adviser that serves individual clients—primarily middle‑class households—with hourly, fee‑only financial planning and investment advice. The firm provides investment guidance on mutual funds, ETFs, individual stocks, U.S. Treasury securities, certificates of deposit, variable annuities, covered‑call strategies and real‑estate considerations, and also produces research reports and software tools for clients.
The firm’s investment process is presented as evidence‑based and data‑driven, relying on statistical and rolling‑period analysis through a proprietary Asset Allocation Database (AADB) that the brochure reports has run more than 30 billion portfolio calculations to help identify asset allocations and estimate probabilities of reaching a client’s Required Rate of Return. Advice is delivered on a non‑discretionary, as‑needed basis and incorporates an iterative, three‑dimensional risk assessment that quantifies likely drawdowns (including a two‑standard‑deviation loss) before recommending portfolios.
Compared with many independent peers, CastlingFP is notable for explicitly avoiding percentage‑of‑AUM fees and for documenting historical rolling‑period performance metrics from its AADB to support recommendations, practices that are uncommon among solo advisers. The firm also emphasizes written, client‑specific research and virtual education (teleconferences and online meetings), and maintains a strict independence policy—no product sales, no third‑party compensation, no custody of client assets, and no discretionary trading authority.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Research reports and software tools
Expertise
Active portfolio management
Passive / index investing
Demographic focus
Mid-Career Professionals
Fee options
$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.
Main office location
Castling Financial Planning, Ltd.
Hoffman Estates IL, United States
Number of offices
1
Most active in
Castling Financial Planning, Ltd. has reported serving >5 clients in these states in the last 12 months.
Illinois
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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