Firm
Casita Financial Planning
El Segundo, California
Fee-only
Casita Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 4 of them high net worth.
- Its ongoing planning fee starts at $1,788 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | El Segundo, California |
|---|---|
| Website | casitafinancialplanning.com |
| [email protected] | |
| Phone | (741) 146-9841 |
Casita Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,788 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$149/month" source
"Choose from two different financial planning memberships to find the one that fits your needs and budget." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Individual clients | 17 |
| High-net-worth clients | 4 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 334718 |