# William Litton

> William Litton is a fee-only financial advisor at Castle Coast Wealth in Incline Village, Nevada, who holds the CFP credential. William focuses on founders (pre-exit), retirement planning and equity compensation. Castle Coast Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Castle Coast Wealth
- **Based in:** Incline Village, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $423.7M across 963 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Retirement planning, Equity compensation, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives, Multi-generational families, Founders
- **CRD:** 1684246 (https://adviserinfo.sec.gov/individual/summary/1684246)
- **SEC registration:** Investment adviser representative in CA, NV
- **Exams passed:** Series 63 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://castlecoastwealthllc.com/

## Frequently asked questions

### Is William Litton a fee-only financial advisor?

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

### How does William charge for financial advice?

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

### Where is William Litton based?

William Litton is based in Incline Village, Nevada.

### What does William specialize in?

William's specialties include founders (pre-exit), retirement planning, equity compensation and family wealth transfer. William works with retirees, pre-retirees, executives, multi-generational families and founders.

### What credentials does William Litton hold?

William Litton holds the CFP credential.

### Is William Litton registered with the SEC?

Yes. William Litton is registered as an investment adviser representative in CA and NV (CRD 1684246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Castle Coast Wealth manage?

Castle Coast Wealth reports $423.7M across 963 accounts in assets under management.

### How do I contact William Litton?

Through William's website, castlecoastwealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1684246): 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://castlecoastwealthllc.com/): specialties, clients served, and fees, checked October 30, 2026

---

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