Kastler Financial Planning

Overview

Kastler Financial Planning is an independent, owner-operated limited liability RIA focused on individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses, with an emphasis on direct advisory work and educational seminars or workshops. It also offers selection of other advisers, indicating a willingness to outsource or recommend specialist managers when appropriate. The firm’s business model centers on hourly and fixed fees rather than a traditional percent-of-assets billing structure. Investment activity is concentrated in equities, with the filer identifying exchange-traded securities as the primary asset type. Kastler Financial Planning is not an active ESG investor and does not list multi-state or pension consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices