Castle Wealth Planning

Castle Wealth Planning (CRD# 141601) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $108,874,391 in 107 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Castle Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
Nathan E. Cultice
CRD#: 2873957
1105 Chapala St., Ste. 4, Santa Barbara, CA 93101

Nathan Cultice (CRD# 2873957) is an Investment Advisor Representative working at Castle Wealth Planning in Santa Barbara, CA and has over 20 years of experience in the finance industry. Nathan Cultice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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