Nathan
Cultice
Castle Wealth Planning
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About this Advisor
Nathan Cultice is a certified financial planner working in Santa Barbara, California with a total of 17 years of industry experience. Cultice currently works for Castle Wealth Planning. They have been with Castle Wealth Planning for their whole career. Cultice maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in California and Texas. Castle Wealth Planning is a registered investment business that has its headquarters in Santa Barbara, CA. It has $169 million in assets among its 386 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 386 customer accounts, 49% belong to high-net-worth investors who have greater than $1 million in assets. Castle Wealth Planning offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on the type of financial services. However, fees billed by Castle Wealth Planning likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castle Wealth Planning Brokerage Details
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$169,359,598
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
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386
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$438,755
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nathan Cultice Work History
Nathan has been registered as a financial advisor for 17 years.*
Castle Wealth Planning LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Cultice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castle Wealth Planning
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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