Walter Romatowski
Castellan Financial Advisors · Roseville, California
Walter Romatowski is a fee-only financial advisor at Castellan Financial Advisors in Roseville, California, who holds the CFP, CMA and MBA credentials. Walter charges hourly fees (no asset minimum) and focuses on retirement planning.
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Specialties
Facts
| Firm | Castellan Financial Advisors |
|---|---|
| Based in | Roseville, California |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $12.8M across 13 accounts |
| Credentials | CFP · CMA · MBA |
| SEC registration | Investment adviser representative in CA · CRD 5294108 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | castellanwealth.com |
| Profile |
How Walter's firm compares
- Castellan Financial Advisors's average account is about $983,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Walter
Is Walter Romatowski a fee-only financial advisor?
Yes. Walter Romatowski is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Walter's firm.
How does Walter charge for financial advice?
Walter charges hourly fees.
How much does Walter charge?
According to Castellan Financial Advisors's website, checked October 28, 2026: no asset minimum.
Where is Walter Romatowski based?
Walter Romatowski is based in Roseville, California.
What does Walter specialize in?
Walter's specialties include retirement planning.
What credentials does Walter Romatowski hold?
Walter Romatowski holds the CFP, CMA and MBA credentials.
Is Walter Romatowski registered with the SEC?
Yes. Walter Romatowski is registered as an investment adviser representative in CA (CRD 5294108), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Castellan Financial Advisors manage?
Castellan Financial Advisors reports $12.8M across 13 accounts in assets under management.
How do I contact Walter Romatowski?
Through Walter's website, castellanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Castellan Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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