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Kastler Financial Planning
KASTLER FINANCIAL PLANNING is a state-registered investment adviser with $302,162 in regulatory assets under management. The firm has 1 employee and 1...
Overview
KASTLER FINANCIAL PLANNING is a state-registered investment adviser with $302,162 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single team member.
General information
Firm type
Asset Manager
Frequently asked questions
Is Kastler Financial Planning a fiduciary?
Yes. As a registered investment advisor, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to act in its clients' best interests, placing client needs ahead of its own financial considerations in every advisory engagement.
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