Nathan Cultice is a CFP-designated registered investment advisor at Castle Wealth Planning, based in Santa Barbara, CA, with 25 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 119 clients with $220M in assets under management.
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Castle Wealth Planning offers Comprehensive Portfolio Management where they manage your investments and provide financial planning. The annual fee for this service will not exceed 1% of the value of your portfolio, billed quarterly. Fees are negotiable.
Location
1105 Chapala St., Ste. 4, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Castle Wealth Planning
Previous Registrations
West Coast Financial
State Registrations2 states
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