James Castagna is a CFP-designated registered investment advisor at Noble Financial Advisors LLC, based in Noblesville, IN, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 11 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Financial planning services are included as part of the annual percentage of assets under management fee.
Fee Estimator
Location
Noblesville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Noble Financial Advisors LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations3 states
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