Firm
Castellan Financial Advisors
Roseville, California
Fee-only
Castellan Financial Advisors 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 9 individual clients.
- Its average account is about $983,000 (assets it manages divided by its 13 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Roseville, California |
|---|---|
| Website | castellanwealth.com |
| [email protected] | |
| Phone | (916) 316-5372 |
Castellan Financial Advisors 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"We do not restrict client access by insisting on account or income minimums." source
"providing objective financial planning and investment advice on an hourly, as-needed basis" 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 |
|---|---|
| Assets managed | $13 million |
| Individual clients | 9 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 143334 |