Robert Kristof
Casey Wealth Management · Orland Park, Illinois
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Casey Wealth Management |
|---|---|
| Based in | Orland Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $44.5M across 350 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4918569 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.caseywealth.com |
How Robert's firm compares
- Casey Wealth Management's average account is about $127,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Robert
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.
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
- Casey 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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