# Wayne Casey

> Wayne Casey is a fee-only financial advisor at Casey Wealth Management in Orland Park, Illinois. Wayne 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/wayne-casey/
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:** 3177241 (https://adviserinfo.sec.gov/individual/summary/3177241)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.caseywealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Wayne 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 Wayne charge for financial advice?

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

### Where is Wayne Casey based?

Wayne Casey is based in Orland Park, Illinois.

### What does Wayne specialize in?

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

### Is Wayne Casey registered with the SEC?

Yes. Wayne Casey is registered as an investment adviser representative in IL (CRD 3177241), 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 Wayne Casey?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3177241): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.