Bryan Casale
PSI Advisors · Tampa, Florida
Bryan Casale is a fee-only financial advisor at PSI Advisors in Tampa, Florida. PSI Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PSI Advisors |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.9M across 3,237 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7359698 |
| Exams passed | Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.ericeatonfinancial.com |
How Bryan's firm compares
- PSI Advisors's average account is about $247,000, from its Form ADV (assets managed divided by 3,237 accounts).
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Questions about Bryan
Is Bryan Casale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and PSI Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, PSI Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Casale based?
Bryan Casale is based in Tampa, Florida.
Is Bryan Casale registered with the SEC?
Yes. Bryan Casale is registered as an investment adviser representative in FL (CRD 7359698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PSI Advisors manage?
PSI Advisors reports $800.9M across 3,237 accounts in assets under management.
How do I contact Bryan Casale?
Through Bryan's website, www.ericeatonfinancial.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
- 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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