# Kastler Financial Planning

> Kastler Financial Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 330030
- Filed as: KASTLER FINANCIAL PLANNING
- Legal name: Kastler Consulting Group, LLC D.B.A. Kastler Financial Planning
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330030
- AdvisorCensus page: https://advisorcensus.com/firm/kastler-financial-planning-330030

## Quick answers

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

**Is Kastler Financial Planning registered with the SEC or a state?**
Kastler Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330030.

**How much does Kastler Financial Planning manage?**
Kastler Financial Planning reports $302,162 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Kastler Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Kastler Financial Planning 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/330030

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $302,162
- Discretionary: $302,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $302,162 |
| High net worth individuals | Not reported | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vimeo.com/channels/kastlerfinancialplanning
- LinkedIn @mikekastler
- X @mkastler
- YouTube @UCzRu3GVCNbo-Lnh3WQPR9dQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kastler Financial Planning (CRD 330030): Form ADV filing data as of October 2026.