Beth Castantini
Beth Castantini is a CFP-designated registered investment advisor at Whole Wealth Management, based in Newburyport, MA, with 8 years of industry experience. Beth 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, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Whole Wealth Management charges either an hourly rate of $250 or a flat fee ranging from $1,000 to $10,000 for financial planning services. The fee depends on how complex your situation is. These fees cover advice on topics including tax planning, estate planning, business planning, retirement planning, education planning, budgeting and cash flow, and/or fringe benefit analysis. If you want to review your plan after one year, the fee will be $250/hour or a flat fee ranging between $1,000 and $10,000.
Location
1 Harris Street, Newburyport, MA, 01950
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Beth is an assistant varsity coach at Newburyport High School since 2018, dedicating minimal time. She also sells fixed insurance since 2021, dedicating a few hours per week.
Employment History
Current Registrations
Whole Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations7 states
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.