Justin Castelli
Santiago.life · Fishers, Indiana
Justin Castelli is a fee-only financial advisor at Santiago.life in Fishers, Indiana, who holds the CFP credential. Santiago.life reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Santiago.life |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $88.8M across 407 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4892009 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.allaboutyourbenjamins.com |
How Justin's firm compares
- Santiago.life's average account is about $218,000, from its Form ADV (assets managed divided by 407 accounts).
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Questions about Justin
Is Justin Castelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Santiago.life reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Santiago.life, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Castelli based?
Justin Castelli is based in Fishers, Indiana.
What credentials does Justin Castelli hold?
Justin Castelli holds the CFP credential.
Is Justin Castelli registered with the SEC?
Yes. Justin Castelli is registered as an investment adviser representative in IN (CRD 4892009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Santiago.life manage?
Santiago.life reports $88.8M across 407 accounts in assets under management.
How do I contact Justin Castelli?
Through Justin's website, www.allaboutyourbenjamins.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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