Lauri Salverda
Castle Rock Financial Planning, Inc. · Mendota Heights, Minnesota
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.
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Specialties
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 | $49.3M across 197 accounts |
| Credentials | AIF · CFA · CFP |
| SEC registration | Investment adviser representative in MN · CRD 1974014 |
| Exams passed | Series 63 (1989) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | castlerockfp.com |
How Lauri's firm compares
- Castle Rock Financial Planning, Inc.'s average account is about $250,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Lauri
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Castle Rock Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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