Mark Castonguay
American Financial Planning · Yorktown, Virginia
Mark Castonguay is a fee-only financial advisor at American Financial Planning in Yorktown, Virginia. Mark charges a flat fee or retainer and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
Facts
| Firm | American Financial Planning |
|---|---|
| Based in | Yorktown, Virginia |
| Fee model | Flat fee or retainer · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $21.5M across 165 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6329749 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.americanfp.us |
| Profile |
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Questions about Mark
Is Mark Castonguay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and American Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a flat fee or retainer and a one-time planning fee.
Where is Mark Castonguay based?
Mark Castonguay is based in Yorktown, Virginia.
What does Mark specialize in?
Mark's specialties include retirement planning, estate & legacy planning and tax planning. Mark works with retirees, pre-retirees, founders and mid-life transitions.
Is Mark Castonguay registered with the SEC?
Yes. Mark Castonguay is registered as an investment adviser representative in VA (CRD 6329749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Financial Planning manage?
American Financial Planning reports $21.5M across 165 accounts in assets under management.
How do I contact Mark Castonguay?
Through Mark's website, www.americanfp.us.
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
- American Financial Planning 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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