Casey Marks
Foronjy Financial · Santa Barbara, California
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Foronjy Financial |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $278.0M across 546 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4748267 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.foronjyfinancial.com |
| Profile |
How Casey's firm compares
- Foronjy Financial's average account is about $509,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Casey
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.
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
- Foronjy Financial 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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