Firm
Cast Member Financial, LLC.
Orlando, Florida
Fee-only
Cast Member Financial, LLC. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 16 individual clients.
- Its average account is about $30,000 (assets it manages divided by its 96 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Orlando, Florida |
|---|---|
| [email protected] | |
| Phone | (407) 519-7592 |
Cast Member Financial, LLC. fees
Cast Member Financial, LLC. 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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 16 |
| Accounts managed | 96 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 329857 |