James Castagna
Noble Financial Advisors · Noblesville, Indiana
James Castagna is a fee-only financial advisor at Noble Financial Advisors in Noblesville, Indiana, who holds the CFP credential. Noble Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Noble Financial Advisors |
|---|---|
| Based in | Noblesville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.0M across 11 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, MO · CRD 2105156 |
| Exams passed | Series 63 (1990) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | noblefinancialadvisors.com |
How James's firm compares
- Noble Financial Advisors's average account is about $361,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about James
Is James Castagna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Noble Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Noble Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is James Castagna based?
James Castagna is based in Noblesville, Indiana.
What credentials does James Castagna hold?
James Castagna holds the CFP credential.
Is James Castagna registered with the SEC?
Yes. James Castagna is registered as an investment adviser representative in IN and MO (CRD 2105156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Noble Financial Advisors manage?
Noble Financial Advisors reports $4.0M across 11 accounts in assets under management.
How do I contact James Castagna?
Through James's website, noblefinancialadvisors.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
- 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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