Fee Information
We provide financial analysis and consulting services for our clients on a fee-only basis. We do not take any commissions from products such as life insurance, securities, mutual funds or any other financial products. We are a fiduciary to our client. We put the best interest of the client first in all our recommendations.
Hourly, fixed, or asset-based fee arrangements are available. Our services are available for individuals, couples, families, retirees, college students and business owners that are looking for:
- Objective financial advice without any ties to a particular financial product or financial strategy
- Education on and explanation of various financial scenarios
- “Do-it-yourself” financial plan start-up and on-going guidance
- Evaluation of existing financial plan or investment strategies
- Documented financial plan
Our financial services may include all of or some of the following, depending on your specific needs:
- Financial Planning
- Investment Consultation Services
- Investment Management Services
- Educational Workshops
Fee Schedule
See our Services Fee Schedule page for more information about our Financial Planning and Investment Management services.
ADVs
View/Download Kastler Consulting Group, LLC, Form ADV
Data Security
We do not ask for social security numbers, account numbers, or drivers license numbers. Your financial documents are held in an Egnyte electronic file folder, not on our laptops.
View/Download our Communication and Security policy.
Links to 3rd Party Sites
The Kastler Financial Planning website may offer links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning website. These sites are managed by unaffiliated organizations that do not have a business relationship with Kastler Consulting Group, LLC. These links are only offered for use at your own discretion.
Kastler Consulting Group, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Kastler Consulting Group, LLC is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.
Our privacy policy does not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third-party websites may provide different security features than the Kastler Financial Planning website.
Privacy Policy
View/Download our Privacy Policy. Please note that our privacy policy does not apply to 3rd party sites.
7 Principles
In every client engagement, we follow the 7 Principles of Financial Planning established by the Certified Financial Planner Board of Standards, Inc.’s Code of Ethics. These principles include:
- Integrity
- Objectivity
- Competence
- Fairness
- Confidentiality
- Professionalism
- Diligence
Copyright Notice
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of Kastler Consulting Group, LLC. All text, articles and Kastler Financial Planning logos: © 2020 Kastler Consulting Group, LLC
