# Lauri Salverda

> Lauri Salverda is a fee-only financial advisor at Castle Rock Financial Planning, Inc. in Mendota Heights, Minnesota, who holds the AIF, CFA and CFP credentials. Lauri focuses on retirement planning, estate & legacy planning and tax planning. Castle Rock Financial Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lauri-salverda/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Castle Rock Financial Planning, Inc.
- **Based in:** Mendota Heights, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $49.3M across 197 accounts
- **Credentials:** AIF, CFA, CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1974014 (https://adviserinfo.sec.gov/individual/summary/1974014)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1989), Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://castlerockfp.com

## Frequently asked questions

### Is Lauri Salverda a fee-only financial advisor?

Yes. Lauri Salverda is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lauri's firm.

### How does Lauri charge for financial advice?

Lauri's firm, Castle Rock Financial Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lauri Salverda based?

Lauri Salverda is based in Mendota Heights, Minnesota.

### What does Lauri specialize in?

Lauri's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Lauri Salverda hold?

Lauri Salverda holds the AIF, CFA and CFP credentials.

### Is Lauri Salverda registered with the SEC?

Yes. Lauri Salverda is registered as an investment adviser representative in MN (CRD 1974014), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Castle Rock Financial Planning, Inc. manage?

Castle Rock Financial Planning, Inc. reports $49.3M across 197 accounts in assets under management.

### How do I contact Lauri Salverda?

Through Lauri's website, castlerockfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38343): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://castlerockfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.