Michael Castro
Contango Wealth Management · Oakland, California
Michael Castro is a fee-only financial advisor at Contango Wealth Management in Oakland, California, who holds the CFP credential. Contango Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Contango Wealth Management |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $122.8M across 260 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2844180 |
| Exams passed | Series 63 (1997) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Michael's firm compares
- Contango Wealth Management's average account is about $472,000, from its Form ADV (assets managed divided by 260 accounts).
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Questions about Michael
Is Michael Castro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Contango Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Contango Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Castro based?
Michael Castro is based in Oakland, California.
What credentials does Michael Castro hold?
Michael Castro holds the CFP credential.
Is Michael Castro registered with the SEC?
Yes. Michael Castro is registered as an investment adviser representative in CA (CRD 2844180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Contango Wealth Management manage?
Contango Wealth Management reports $122.8M across 260 accounts in assets under management.
How do I contact Michael Castro?
Contact details aren't on file yet. Search for Contango Wealth Management.
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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