Firm
Casey Wealth Management
Orland Park, Illinois
Fee-only
Casey Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 253 individual clients.
- Its average account is about $127,000 (assets it manages divided by its 350 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Orland Park, Illinois |
|---|---|
| Website | caseywealth.com |
| [email protected] | |
| Phone | (708) 633-8200 |
Casey Wealth Management fees
Casey Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $45 million |
| Individual clients | 253 |
| Accounts managed | 350 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 124098 |