# Castling Financial Planning, Ltd.

> Castling Financial Planning, Ltd. is a state-registered investment advisory firm, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 150844
- Filed as: CASTLING FINANCIAL PLANNING, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150844
- AdvisorCensus page: https://advisorcensus.com/firm/castling-financial-planning-ltd-150844

## Quick answers

**How is Castling Financial Planning, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Castling Financial Planning, Ltd. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Castling Financial Planning, Ltd. registered with the SEC or a state?**
Castling Financial Planning, Ltd. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150844.

**Does Castling Financial Planning, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150844

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- castlingfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castling Financial Planning, Ltd. (CRD 150844): Form ADV filing data as of October 2026.