Federico Londono Castillo
Occidental Asset Management · Altamonte Springs, Florida
Federico Londono Castillo is a fee-only financial advisor at Occidental Asset Management in Altamonte Springs, Florida. Federico charges an ongoing planning fee (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Founders
- Tech employees
- Executives
- Ultra high net worth
Facts
| Firm | Occidental Asset Management |
|---|---|
| Based in | Altamonte Springs, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.40B across 2,101 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7200770 |
| Exams passed | Series 65 (2019) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | occidentalasset.com |
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Questions about Federico
Is Federico Londono Castillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Federico holds no broker registration, and Occidental Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Federico charge for financial advice?
Federico charges an ongoing planning fee.
How much does Federico charge?
According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does Federico work with clients virtually?
Yes. Occidental Asset Management says on its website that it works with clients remotely.
Where is Federico Londono Castillo based?
Federico Londono Castillo is based in Altamonte Springs, Florida.
What does Federico specialize in?
Federico's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Federico works with retirees, pre-retirees, multi-generational families, founders and tech employees.
Is Federico Londono Castillo registered with the SEC?
Yes. Federico Londono Castillo is registered as an investment adviser representative in FL (CRD 7200770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Occidental Asset Management manage?
Occidental Asset Management reports $1.40B across 2,101 accounts in assets under management.
How do I contact Federico Londono Castillo?
Through Federico's website, occidentalasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Occidental Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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