# Stephen Casey

> Stephen Casey is a fee-only financial advisor at Signet Financial Management of Southwest Florida in Estero, Florida. Stephen focuses on retirement planning, estate & legacy planning and tax planning. Signet Financial Management of Southwest Florida reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Signet Financial Management of Southwest Florida
- **Based in:** Estero, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.18B across 1,932 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 1731721 (https://adviserinfo.sec.gov/individual/summary/1731721)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1989), Series 65 (2004)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://signetswfl.com

## Frequently asked questions

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

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

### How does Stephen charge for financial advice?

Stephen's firm, Signet Financial Management of Southwest Florida, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Casey based?

Stephen Casey is based in Estero, Florida.

### What does Stephen specialize in?

Stephen's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Stephen Casey registered with the SEC?

Yes. Stephen Casey is registered as an investment adviser representative in FL and TX (CRD 1731721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Signet Financial Management of Southwest Florida manage?

Signet Financial Management of Southwest Florida reports $1.18B across 1,932 accounts in assets under management.

### How do I contact Stephen Casey?

Through Stephen's website, signetswfl.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1731721): 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.signetswfl.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.