Nathan Cultice
Castle Wealth Planning · Santa Barbara, California
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.
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Specialties
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 | $236.4M across 355 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2873957 |
| Exams passed | Series 63 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.castlewealthplanning.com |
How Nathan's firm compares
- Castle Wealth Planning's average account is about $666,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Nathan
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.
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
- Castle Wealth 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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