# Casey Cleveland

> Casey Cleveland is a fee-only financial advisor at Horst & Graben Wealth Management in Portland, Oregon, who holds the CFP and ChFC credentials. Horst & Graben Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Horst & Graben Wealth Management
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $920.1M across 3,442 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 3065319 (https://adviserinfo.sec.gov/individual/summary/3065319)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.horstandgrabenwealth.com/

## Frequently asked questions

### Is Casey Cleveland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Horst & Graben Wealth Management 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, Horst & Graben Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Casey Cleveland based?

Casey Cleveland is based in Portland, Oregon.

### What credentials does Casey Cleveland hold?

Casey Cleveland holds the CFP and ChFC credentials.

### Is Casey Cleveland registered with the SEC?

Yes. Casey Cleveland is registered as an investment adviser representative in OR and TX (CRD 3065319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Horst & Graben Wealth Management manage?

Horst & Graben Wealth Management reports $920.1M across 3,442 accounts in assets under management.

### How do I contact Casey Cleveland?

Through Casey's website, www.horstandgrabenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3065319): 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://horstandgraben.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.