Castellan Solutions

Castellan Solutions

Castellan Financial Advisors operates as a fee-only Registered Investment Advisory firm registered in Banbury, UK. Founding year and specific wealth origin of its principal remain undisclosed. The firm presents itself on its website as mission-driven to make financial planning informative and accessible, using a transparent fee structure without commissions on investment or insurance products. The firm's investment strategy centers on fee-only financial planning and wealth management services for individuals. Castellan advises across lifecycle stages—early accumulation, mid-career building, and retirement preservation. While specific asset classes or portfolio companies are not named, the firm emphasizes fiduciary duty and conflict-free advice as core principles. The client base appears retail-oriented with no explicit minimums, and geographic footprint covers Banbury along with offices in Roseville and Pleasant Hill, California. Team size and professionals are not disclosed beyond the named advisor Walt, who serves clients via contact email listed on the website. The firm maintains two additional physical offices in California, indicating a broader client reach across the United States. Recent operational events or adjacent vehicles such as foundations or club memberships are not publicly reported. Castellan's structural differentiation lies in its explicit fee-only fiduciary model combined with zero account or income minimums—a rarity among RIAs that typically segment by wealth tier. This posture positions the firm as accessible to first-time investors and retirees alike, unconstrained by product sales incentives.