Casey Hales
Advisor at Your IA, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Casey Hales is a financial advisor at Your IA, LLC with a Series 65 credential and no prior industry experience. Before joining the advisory field, Casey worked in various roles including insurance production with Experior Financial Group and held management positions in multiple small businesses in Utah. Your IA, LLC is an SEC-registered investment advisory firm serving individuals, families, trusts, and institutions. The firm offers customized portfolio management using third-party platforms and sub-advisors, providing both discretionary and non-discretionary services.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
616 South 300 East
St. George, UT 84770
Most active in
Casey H has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Experior Financial Group
2025 - Present (1 year)
Common Sense Financial
2025 - 2025 (1 year)
World Financial Group
2023 - 2025 (2 years)
Platinum Awning of UT
2018 - 2025 (7 years)
Platinum Fence Co.
2018 - 2025 (7 years)
Pinnacle Landscape and Maintenance
2005 - 2018 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 66
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St. George, UT
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Rick J
CFA®
Saint George, UT
Evestia Financial
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