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.

Name	Location	Years of experience
Henry Glodny	Hoffman Estates, IL	17

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support