Casita Financial Planning
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Casita Financial Planning LLC provides continuous investment advice and financial planning services tailored to individual client needs. They develop investment plans, manage portfolios, and offer guidance on various financial aspects, including business planning, cash flow management, college savings, estate planning, insurance, retirement, and tax planning. Services are offered on an ongoing or project basis.
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
Location
840 Apollo St # 100, El Segundo, CA, 90245