# Ryan Casey

> Ryan Casey is a fee-only financial advisor at Tilia Fiduciary Partners in Wilmington, North Carolina, who holds the CFP credential. Ryan charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year and a $1,000,000 asset minimum) and focuses on founders (pre-exit), family wealth transfer and retirement planning.

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

## Facts

- **Firm:** Tilia Fiduciary Partners
- **Based in:** Wilmington, North Carolina
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $403.7M across 997 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Family wealth transfer, Retirement planning, Tax planning
- **Works with:** Multi-generational families, Ultra high net worth, Founders, Executives, Retirees
- **CRD:** 6776936 (https://adviserinfo.sec.gov/individual/summary/6776936)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.tiliapartners.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Tilia Fiduciary Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ryan charge for financial advice?

Ryan charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Ryan charge?

According to Tilia Fiduciary Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; a $1,000,000 asset minimum.

### Where is Ryan Casey based?

Ryan Casey is based in Wilmington, North Carolina.

### What does Ryan specialize in?

Ryan's specialties include founders (pre-exit), family wealth transfer, retirement planning and tax planning. Ryan works with multi-generational families, ultra high net worth, founders, executives and retirees.

### What credentials does Ryan Casey hold?

Ryan Casey holds the CFP credential.

### Is Ryan Casey registered with the SEC?

Yes. Ryan Casey is registered as an investment adviser representative in NC and TX (CRD 6776936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tilia Fiduciary Partners manage?

Tilia Fiduciary Partners reports $403.7M across 997 accounts in assets under management.

### How do I contact Ryan Casey?

Through Ryan's website, www.tiliapartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6776936): 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.tiliapartners.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.