Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Casita Financial Planning is a fee-only firm. For investment management, fees are based on a percentage of assets managed. For ongoing financial planning, there's an initial fee up to $500, plus a recurring monthly fee ranging from $99 to $800, depending on complexity. Project-based financial planning has fixed fees from $750 to $5,000, or an hourly rate of $300. Fees are negotiable and outlined in the advisory contract.
Areas of Practice
Advisor Information
Office location
840 Apollo St, Ste 100, El Segundo, CA, 90245
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is a volunteer financial literacy teacher for a non-profit, a volunteer financial advisor for the Financial Planning Association, and an advisory board member for the Pilipino Alumni Association of UCLA. He dedicates minimal time to each of these activities.