# Nathan Cultice

> Nathan Cultice is a fee-only financial advisor at Castle Wealth Planning in Santa Barbara, California, who holds the CFP credential. Nathan focuses on retirement planning, sustainable & impact investing and small business owners. Castle Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-cultice/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Castle Wealth Planning
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $236.4M across 355 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Sustainable & impact investing, Small business owners
- **CRD:** 2873957 (https://adviserinfo.sec.gov/individual/summary/2873957)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.castlewealthplanning.com

## Frequently asked questions

### Is Nathan Cultice a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Castle Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nathan charge for financial advice?

Nathan's firm, Castle Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nathan Cultice based?

Nathan Cultice is based in Santa Barbara, California.

### What does Nathan specialize in?

Nathan's specialties include retirement planning, sustainable & impact investing and small business owners.

### What credentials does Nathan Cultice hold?

Nathan Cultice holds the CFP credential.

### Is Nathan Cultice registered with the SEC?

Yes. Nathan Cultice is registered as an investment adviser representative in CA and TX (CRD 2873957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Castle Wealth Planning manage?

Castle Wealth Planning reports $236.4M across 355 accounts in assets under management.

### How do I contact Nathan Cultice?

Through Nathan's website, www.castlewealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2873957): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.castlewp.com/): specialties, clients served, and fees, checked October 30, 2026

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