Fee-only adviser · El Segundo, CA
Casita Financial Planning
Casita Financial Planning is a fee-only investment adviser registered with the securities regulator of California, with its main office in El Segundo, California. On its latest Form ADV, filed February 25, 2026, it reports 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 334718 |
| Office | 840 Apollo ST # 100 El Segundo, CA 90245 |
| Phone | (310) 564-6461 |
| Website | www.casitafinancialplanning.com |
| Regulatory assets under management | Not reported |
| Individual clients | 17 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in El Segundo
- Regatta Capital Group, LLC $1.6B
- Validus Capital LLC $2.5B
- Greenshields Capital LLC $192M
- Sharper & Granite LLC $366M
- Rylander Richter $102M
- Goldberg Financial Advisors, LLC $120M
See all 18 fee-only advisers in El Segundo →
Nearby
- Manhattan Beach 16 firms
- Hermosa Beach 6 firms
- Marina Del Rey 6 firms
- Culver City 1 firm
- Torrance 15 firms
- Redondo Beach 4 firms
- Venice 1 firm
- Santa Monica 24 firms
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