Casey Wealth Management, Inc. fees and pricing
Financial planner in Orland Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Casey Wealth Management, Inc. charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Kristof and set at an hourly rate of $300.00 and $150.00, respectively.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Casey Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is prorated and charged quarterly, in arrears, based upon the average market value of the assets on the last day of the previous three months.”
How Casey Wealth Management, Inc.’s fees compare
- Its hourly rate of $150-$300 spans the Illinois median of $273. 26% of the 215 other Illinois planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Orland Park that publish an hourly rate charge less.
About Casey Wealth Management, Inc.
“Established in 2002 by sole owner and firm president Wayne Casey, Casey Wealth Management, Inc. ("CWMI") offers a comprehensive array of investment advisory services customized for each client's goals, preferences, and overall investment objectives.”
- Firm size: 2 employees.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 253
- Employees
- 2
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $44,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124098
- Phone
- (708) 633-8200
Other planners in Orland Park that publish fees
- Chancellor Financial Services, Inc.Orland Park$150/hr, $150/mo
- Essential Financial StrategiesOrland Park$350/hr, $1,400
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.