# Casey Marks

> Casey Marks is a fee-only financial advisor at Foronjy Financial in Santa Barbara, California. Casey focuses on retirement planning. Foronjy Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Foronjy Financial
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $278.0M across 546 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 4748267 (https://adviserinfo.sec.gov/individual/summary/4748267)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.foronjyfinancial.com

## Frequently asked questions

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

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

### Does Casey work with clients virtually?

Yes. Foronjy Financial says on its website that it works with clients remotely.

### Where is Casey Marks based?

Casey Marks is based in Santa Barbara, California.

### What does Casey specialize in?

Casey's specialties include retirement planning. Casey works with pre-retirees.

### Is Casey Marks registered with the SEC?

Yes. Casey Marks is registered as an investment adviser representative in CA (CRD 4748267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Foronjy Financial manage?

Foronjy Financial reports $278.0M across 546 accounts in assets under management.

### How do I contact Casey Marks?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4748267): 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://www.foronjyfinancial.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.