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Casey Wealth Management, Inc.

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Client assets under management

$39,500,000

Clients

253

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

127

Very High

Average account size

$156,126

About

Casey Wealth Management, Inc., founded in 2002, provides financial planning, consulting, and investment management primarily to individual clients and, occasionally, pension and profit-sharing plans. As of January 31, 2026, the firm reports approximately $44.5 million in non-discretionary assets under management across 350 accounts and charges asset-based (percentage-of-AUM) fees for investment management and hourly fees for financial planning.

The firm employs fundamental security analysis and generally follows a buy-and-hold approach across equities, corporate debt, mutual funds, variable annuities and U.S. government securities, while retaining the flexibility to engage in short-term trading when warranted. CWMI provides non-discretionary services (the brochure states the firm has no discretionary accounts), conducts quarterly portfolio reviews, and contacts ongoing advisory clients at least annually to reassess objectives.

Notably, CWMI reports that its assets are managed on a primarily non-discretionary basis and that it does not focus on high‑net‑worth clients, which differs from many peers in this category. The firm’s registered personnel are also licensed insurance agents (each spending about 10% of their time on insurance sales), and CWMI participates in an institutional custody program that provides certain research, trading and operational benefits that can influence custody and execution arrangements.

Client services

Financial planning Portfolio management Pension consulting Investment consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning

Fee options

Percentage

$0 - $125,000: 1.50% $125,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $750,000: 1.05% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: Negotiable

Project-based

$300/hour (Wayne L. Casey), $150/hour (Robert A. Kristof)

Other

Account minimum: $100,000 Fee-only: Hourly financial planning fees: $300/hour for Wayne L. Casey, $150/hour for Robert A. Kristof

Main office location

Casey Wealth Management, Inc.

15614 S. Harlem Avenue, Unit E

Orland Park IL 60462, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wayne C

Series 66

Orland Park, IL

Casey Wealth Management, Inc.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
user avatar

Robert K

Series 66

Orland Park, IL

Casey Wealth Management, Inc.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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