KASTLER FINANCIAL PLANNING

KASTLER FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 330030). Regulatory assets under management: $302K.

Registration

• CRD: 330030
• Type: Registered investment adviser
• Phone: 248-793-7314
• Latest filing: 2026-01-14
• Regulatory AUM: $302K
• Discretionary AUM: $302K
• Clients: 1
• Accounts: 5

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330030 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search