CASITA FINANCIAL PLANNING

Overview

Casita Financial Planning is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services, with an explicit capability to select and recommend other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, indicating flexibility to work on both ongoing wealth management and project-based planning assignments. The firm identifies itself as a capital allocator and reports active ESG investing as part of its approach. Its advisory scope is focused on individuals, families and small-business owners rather than institutional pension consulting. FINTRX indicates the adviser operates within a single state rather than as a multi-state platform.

Assets & Accounts

Investments & Alternatives