Craig V. Castanos CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning services to individuals, high‑net‑worth individuals, and corporate pension and profit‑sharing plans. It prepares written financial plans and consultative analyses but does not manage client securities, accept custody, or exercise discretionary trading authority; clients implement recommendations through custodians or other third‑party providers.
Recommendations are tailored to each client’s financial picture — including assets, liabilities, cash flow, risk tolerance and goals — and may address budgeting, education planning, estate planning, investment analysis, and IRA rollover considerations. Ongoing or more frequent plan reviews and separate tax or implementation work are offered only under additional written agreements.
The firm’s profile is atypical for its regulatory category: it is operated by a licensed CPA/CFP who spends the majority of professional time on tax and accounting services outside the advisory practice and is also a licensed insurance agent who may receive commissions for insurance sales (a potential conflict disclosed in the brochure). It likewise relies on fixed and hourly planning fees instead of percentage‑of‑assets‑under‑management charges and reports no assets under management, which are uncommon features for firms classified as investment managers.
Client services
Expertise
Fee options
Fixed fees ranging from $1,000 to $5,000
Commissions from insurance products sold, no advisory fees on these products
$300 per hour
Fee-only: Fixed fees ranging from $1,000 to $5,000 based on complexity; hourly fees at $300 per hour
Main office
401 B Street, Suite 2300
San Diego CA 92101
Advisors at this office
1
Most active in
California
Also doing business as
Castanos, Craig Vincent · Craig V. Castanos Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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