# Robert Kristof

> Robert Kristof is a fee-only financial advisor at Casey Wealth Management in Orland Park, Illinois. Robert focuses on retirement planning and estate & legacy planning. Casey Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Casey Wealth Management
- **Based in:** Orland Park, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $44.5M across 350 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 4918569 (https://adviserinfo.sec.gov/individual/summary/4918569)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.caseywealth.com

## Frequently asked questions

### Is Robert Kristof a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Casey Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Casey Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Robert Kristof based?

Robert Kristof is based in Orland Park, Illinois.

### What does Robert specialize in?

Robert's specialties include retirement planning and estate & legacy planning. Robert works with pre-retirees.

### Is Robert Kristof registered with the SEC?

Yes. Robert Kristof is registered as an investment adviser representative in IL (CRD 4918569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Casey Wealth Management manage?

Casey Wealth Management reports $44.5M across 350 accounts in assets under management.

### How do I contact Robert Kristof?

Through Robert's website, www.caseywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4918569): 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://caseywealth.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.