Castle Rock Financial Planning, Inc.
Firm details
- Headquarters
- Mendota Heights, Minnesota
- CRD number
- 174507
- Website
- castlerockfp.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.15%
- Individuals35.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Castle Rock Financial Planning, Inc. is an independent, Minnesota-registered advisory firm organized as a corporation and owned by an individual. The firm serves individuals and families (and small-business owners) with financial planning and portfolio management services. Its fee model includes asset-based fees, hourly charges, and flat-fee engagements. The adviser reports it does not position itself as an ESG investor and is not a multi-state or capital-allocation specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities66%
- Exchange Traded Equities17%
- Cash & Cash Equivalents10%
- US Government Bonds7%
Contacts
1 of 1
Lauri Salverda
Founding PrincipalCRD 1974014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mendota Heights, MN
Dakota
Location
Mendota Heights, MN
Headquartered in Mendota Heights, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 2267 Waters Dr
- Time zone
- CT (UTC-6)
- Office locations
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