A complete list of active advisors currently associated with Castellano Wealth Planning

Warmer can help you find a great advisor at Castellano Wealth Planning or one who fits your needs even better.

Castellano Wealth Planning provides discretionary asset management and financial planning services for individual clients and for retirement plans, including limited‑scope ERISA 3(21) fiduciary services for plan sponsors. The firm charges percentage‑of‑AUM advisory fees and manages accounts using model portfolios and sub‑advisor strategies where appropriate. The firm’s investment approach emphasizes long‑term, diversified allocations built with low‑cost index mutual funds and ETFs, with direct indexing and periodic tax‑loss harvesting available for eligible clients; financial planning may be provided as part of recommendations at no additional charge. Castellano Wealth Planning implements client strategies through custodial and model platforms (including Altruist’s Model Marketplace and Orion Portfolio Solutions) and maintains discretion to select and monitor sub‑advisors. Noteworthy distinctions include the firm’s affiliation with insurance activities: principals are licensed insurance agents who receive customary commission compensation for insurance sales, a disclosed conflict that the firm says it mitigates through fiduciary duties and disclosures. The firm operates as a small, single‑advisor practice managing roughly $80 million in client assets, requires the use of specified custodians, and does not routinely vote client proxies unless asked to provide assistance.

To learn more about the advisors currently working at Castellano Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.