Fee-only adviser · Orland Park, IL
Casey Wealth Management, Inc.
Casey Wealth Management, Inc. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Orland Park, Illinois. On its latest Form ADV, filed February 27, 2026, it reports $44M in regulatory assets under management, 253 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 124098 |
| Office | 15614 S. Harlem Avenue Unit E Orland Park, IL 60462 |
| Phone | (708) 633-8200 |
| Website | www.caseywealth.com |
| Regulatory assets under management | $44M |
| Individual clients | 253 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Orland Park
- Quinn Financial Planning, LLC $96M
- Contour Financial $71M
- Wave & Breakout L.L.C. $2.8M
- Tomchaney Investment Services, Inc. $43M
- JT Asset Allocation LLC $2.9M
See all 6 fee-only advisers in Orland Park →
Nearby
- Palos Heights 1 firm
- Mokena 1 firm
- Burr Ridge 1 firm
- Flossmoor 1 firm
- Homewood 1 firm
- New Lenox 1 firm
- Frankfort 2 firms
- Olympia Fields 1 firm
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