William Litton
Castle Coast Wealth · Incline Village, Nevada
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
- Founders
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 |
| Assets under management | $423.7M across 963 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV · CRD 1684246 |
| Exams passed | Series 63 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | castlecoastwealthllc.com |
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Questions about William
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.
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 Coast Wealth 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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