Stephen Casey
Signet Financial Management of Southwest Florida · Estero, Florida
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.
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Specialties
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 |
| Assets under management | $1.18B across 1,932 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 1731721 |
| Exams passed | Series 63 (1989) · Series 65 (2004) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | signetswfl.com |
How Stephen's firm compares
- Signet Financial Management of Southwest Florida's average account is about $609,000, from its Form ADV (assets managed divided by 1,932 accounts).
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Questions about Stephen
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.
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
- Signet Financial Management of Southwest Florida 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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