Michael Kastler is a registered investment advisor at Kastler Financial Planning, based in Ortonville, MI, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $300K 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 | 0.20% |
Fee is a tiered flat-fee schedule based on assets under management and is negotiable. The annual advisory fee is paid quarterly in arrears based on the value of Client’s assets under management as of the last day of the billing period.
Fee Estimator
Location
Ortonville, MI
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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 →Other Business Activities
Michael is a member of the Alumni Board for Notre Dame Preparatory School, assisting with alumni activities. This takes minimal time.
Employment History
Current Registrations
Kastler Financial Planning
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cwm, LLC
J Wilson Wealth Management
Kastler Financial Planning
Garrett Investment Advisors, LLC
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.