Casey Cleveland
Horst & Graben Wealth Management · Portland, Oregon
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.
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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 |
| Assets under management | $920.1M across 3,442 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR, TX · CRD 3065319 |
| Exams passed | Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.horstandgrabenwealth.com |
| Profile |
How Casey's firm compares
- Horst & Graben Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 3,442 accounts).
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Questions about Casey
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.
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
- Horst & Graben Wealth Management 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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