

Walter Romatowski is a CFP-designated registered investment advisor at Castellan Financial Advisors, based in Newcastle, CA, with 18 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 10 clients with $13M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1M+ | 0.25% |
Fees are negotiable. In certain cases, an annual flat fee may be charged instead of a percentage of assets.

9455 Bridge Creek Lane, Newcastle, CA, 95658
Get directionsNo 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 →You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Over 20 year background as a CFO for mid-sized companies. Passed CFP and CMA examinations.