# Kastler Financial Planning

Kastler Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://kastlerfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/mikekastler

## Regulatory record

- **CRD number:** 330030
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330030

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kastler-financial-planning

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