Brent Casto
AdviceOne · Medina, Ohio
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.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Medina, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6334488 |
| Exams passed | Series 66 (2014) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Brent's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Brent
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.
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
- AdviceOne website : specialties, clients served, and fees, checked October 30, 2026
- 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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