A complete list of active advisors currently associated with Castling Financial Planning, Ltd.

Warmer can help you find a great advisor at Castling Financial Planning, Ltd. or one who fits your needs even better.

Castling Financial Planning, Ltd. is a solo, independent adviser that serves individual clients—primarily middle‑class households—with hourly, fee‑only financial planning and investment advice. The firm provides investment guidance on mutual funds, ETFs, individual stocks, U.S. Treasury securities, certificates of deposit, variable annuities, covered‑call strategies and real‑estate considerations, and also produces research reports and software tools for clients. The firm’s investment process is presented as evidence‑based and data‑driven, relying on statistical and rolling‑period analysis through a proprietary Asset Allocation Database (AADB) that the brochure reports has run more than 30 billion portfolio calculations to help identify asset allocations and estimate probabilities of reaching a client’s Required Rate of Return. Advice is delivered on a non‑discretionary, as‑needed basis and incorporates an iterative, three‑dimensional risk assessment that quantifies likely drawdowns (including a two‑standard‑deviation loss) before recommending portfolios. Compared with many independent peers, CastlingFP is notable for explicitly avoiding percentage‑of‑AUM fees and for documenting historical rolling‑period performance metrics from its AADB to support recommendations, practices that are uncommon among solo advisers. The firm also emphasizes written, client‑specific research and virtual education (teleconferences and online meetings), and maintains a strict independence policy—no product sales, no third‑party compensation, no custody of client assets, and no discretionary trading authority.

To learn more about the advisors currently working at Castling Financial Planning, Ltd., 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.