# Brent Casto

> Brent Casto is a fee-only financial advisor at AdviceOne in Medina, Ohio, who holds the CFP credential. Brent focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brent-casto/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AdviceOne
- **Based in:** Medina, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.05B across 4,781 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Executives
- **CRD:** 6334488 (https://adviserinfo.sec.gov/individual/summary/6334488)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2014)
- **Firm size:** 56 employees
- **Disclosures:** None reported
- **Website:** http://www.adviceoneretirement.com/

## Frequently asked questions

### Is Brent Casto a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brent charge for financial advice?

Brent's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brent Casto based?

Brent Casto is based in Medina, Ohio.

### What does Brent specialize in?

Brent's specialties include retirement planning. Brent works with executives.

### What credentials does Brent Casto hold?

Brent Casto holds the CFP credential.

### Is Brent Casto registered with the SEC?

Yes. Brent Casto is registered as an investment adviser representative in OH (CRD 6334488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AdviceOne manage?

AdviceOne reports $2.05B across 4,781 accounts in assets under management.

### How do I contact Brent Casto?

Through Brent's website, www.adviceoneretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6334488): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://adviceoneretirement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.