Casey Boland
HCM Wealth Advisors · Cincinnati, Ohio
Casey Boland is a fee-only financial advisor at HCM Wealth Advisors in Cincinnati, Ohio. Casey focuses on retirement planning, tax planning and estate & legacy planning. HCM Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | HCM Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.23B across 2,964 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2176984 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | hcmwealthadvisors.com |
| Profile |
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Questions about Casey
Is Casey Boland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and HCM Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, HCM Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Casey work with clients virtually?
Yes. HCM Wealth Advisors says on its website that it works with clients remotely.
Where is Casey Boland based?
Casey Boland is based in Cincinnati, Ohio.
What does Casey specialize in?
Casey's specialties include retirement planning, tax planning and estate & legacy planning. Casey works with physicians.
Is Casey Boland registered with the SEC?
Yes. Casey Boland is registered as an investment adviser representative in OH (CRD 2176984), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HCM Wealth Advisors manage?
HCM Wealth Advisors reports $1.23B across 2,964 accounts in assets under management.
How do I contact Casey Boland?
Through Casey's website, hcmwealthadvisors.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
- HCM Wealth Advisors 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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