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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Contact
Walter Romatowski
Location
9455 Bridge Creek Lane, Newcastle, CA, 95658
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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
Castellan Financial Advisors
State Registrations1 state
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.
Exams
Additional Information
Over 20 year background as a CFO for mid-sized companies. Passed CFP and CMA examinations.