Name: Kastler Financial Planning
Price range: $$

Finance Careers are available at Kastler Financial Planning. Contact us on how to start helping others reach their goals!

Are You Passionate About…

Helping others with their Personal Financial goals?
Using your gifts to teach others?
Being entrepreneurial and working towards your own goals and objectives?
Working along side a team of seasoned experts with young technically savvy experts?
Starting a brand new career or transitioning from a stogy corporate life?

…Then, You May be Interested in…

Becoming a fee-only fiduciary financial planner
Learning how to transforming your skills to help others
Establishing your own portable client base and book of business that you can serve for years to come
Leveraging our seasoned financial planning skills and technical pool of resources
Joining a fee-only planning firm and robust planning network

Qualifications

At a minimum, for a successful finance career, you will need to pass the Series 65 exam. Preferably, you will obtain the CFP® designation, RICP®, or other industry credential that will help define your advisory niche.

What Do You Get from Us?

Membership to a robust fee-only financial planning network of like-minded practitioners and entrepreneurs to help kick-start your business

Membership to the National Association of Personal Financial Advisors (NAPFA)

Errors and Omissions (E&O) liability insurance

Client on-boarding process

Secure client data acquisition process

Secure electronic vault for storing client documents

Leading financial planning software

Access to financial planning templates

All client billing

Access to model portfolios

Assets Under Management (AUM) available

Large custodian, TD Ameritrade

“Meet Me” page on our website

What You Need To Do…

Maintain your industry education and designations

Grow your client base at your own pace

Perform any or all financial planning services as indicated in our ADV

Adhere to our planning and operations guidelines

Pay our monthly fee, currently set at $519 per month (plus a one-time set-up fee that varies depending on circumstances)

Pay for your own office, hardware, and other software you may require for your specific business needs

Get Started!

View the Kastler Consulting Group, LLC, Form ADV which will give you information on our services.
Contact Us with a link to your LinkedIn profile, why you desire to join our team, and your questions.

Get started on a finance career. We will contact you back within 48 hours.

About Kastler Financial Planning

We are a fiduciary firm, providing fee-only, professional financial services with affordable and transparent fees. Our core purpose is to help improve your financial situation and to help you Get Retirement Ready. We do not sell financial products. We believe everyone should have access to financial advice without the pressure or bias of product sales or commissions.

We perform these services either as hourly, a one-time fee-only project, as on-going financial planning, or Assets Under Management (AUM), depending on your needs. Whether you live in our backyard or across the country, we aim for a pleasant client experience through our secure, all-digital Financial Planning Process.

Contact Us

If you have any question on how our services may apply to you, please contact us at the number below or submit an email through our Contact Us form.