Alexander Casas
Rock Steady Wealth · Richmond, Virginia
Alexander Casas is a fee-only financial advisor at Rock Steady Wealth in Richmond, Virginia. Rock Steady Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rock Steady Wealth |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.6M across 27 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6221563 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | smartadvisormatch.com/advisor-network/virginia/alexander-casas-6221563 |
| Profile |
How Alexander's firm compares
- Rock Steady Wealth's average account is about $207,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Alexander
Is Alexander Casas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Rock Steady Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Rock Steady Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Casas based?
Alexander Casas is based in Richmond, Virginia.
Is Alexander Casas registered with the SEC?
Yes. Alexander Casas is registered as an investment adviser representative in TX and VA (CRD 6221563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rock Steady Wealth manage?
Rock Steady Wealth reports $5.6M across 27 accounts in assets under management.
How do I contact Alexander Casas?
Through Alexander's website, smartadvisormatch.com/advisor-network/virginia/alexander-casas-6221563.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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