Castle Wealth Planning

Castle Wealth Planning, LLC, operating as Castle Wealth Planning, is a Santa Barbara-based financial advisor firm established in 2006 by Nathan Cultice, CFP®. The firm specializes in providing a range of investment advisory services to individuals and various client types. As a fiduciary, Castle Wealth Planning is committed to acting in the best interest of clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting services. The firm's investment strategies include long-term and short-term purchases, with a preference for ETFs, mutual funds, individual securities, municipal and corporate bonds, and cash equivalents. Castle Wealth Planning does not charge performance-based fees and requires a minimum account balance of $250,000 for Comprehensive Portfolio Management. Fees for services are outlined in the advisory agreement and are billed quarterly based on account value. The firm has a custody arrangement with Charles Schwab & Co., Inc., providing various benefits and services to clients. Castle Wealth Planning does not offer or sponsor a wrap fee program and manages over $215 million in assets under management as of December 31, 2024. Clients have the option to grant investment discretion to the firm, which can execute transactions on their behalf. The firm also allows clients to vote on their securities or authorize Castle Wealth Planning to vote on their behalf. Castle Wealth Planning maintains a client-focused approach, emphasizing open communication and tailored investment solutions to help clients achieve their financial goals.