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KASTLER CONSULTING GROUP, LLC D.B.A. KASTLER FINANCIAL PLANNING

Advisory

MI

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account
$60K
across 5 accounts
AUM per adviser
$302K
1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$302K
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$302K
Discretionary AUM$302K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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