Michael Kastler
Kastler Financial Planning · Ortonville, Michigan
Michael Kastler is a fee-only financial advisor at Kastler Financial Planning in Ortonville, Michigan. Kastler Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kastler Financial Planning |
|---|---|
| Based in | Ortonville, Michigan |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $302K across 5 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6507269 |
| Exams passed | Series 63 (2023) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- Kastler Financial Planning's average account is about $60,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Michael
Is Michael Kastler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Kastler Financial Planning 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, Kastler Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kastler based?
Michael Kastler is based in Ortonville, Michigan.
Is Michael Kastler registered with the SEC?
Yes. Michael Kastler is registered as an investment adviser representative in MI (CRD 6507269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kastler Financial Planning manage?
Kastler Financial Planning reports $302K across 5 accounts in assets under management.
How do I contact Michael Kastler?
Contact details aren't on file yet. Search for Kastler Financial Planning.
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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