Craig V. Castanos CPA offers financial planning services tailored to each client's needs, including budgeting, education planning, estate planning analysis, investment analysis, fringe benefit analysis, and employee-based retirement planning. Clients are not obligated to implement their financial plan through Craig V. Castanos CPA or any recommended party. If clients choose to implement recommendations, they must enter into a separate agreement with an independent third-party service provider.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered on a fixed-fee arrangement, ranging from $1,000 to $5,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Fees may also be charged on an hourly basis at a rate of $300 per hour.
One-Time Plan:$1,000 - $5,000
Hourly Rate:$300/hr
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