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Cast Member Financial LLC

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Client assets under management

$2,844,881

Clients

16

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

8

Very Low

Average account size

$177,805

About

Cast Member Financial LLC provides investment management and financial planning services to individuals, high net‑worth individuals, charitable organizations, and businesses. The firm describes both ongoing and project‑based financial planning and may refer clients to outside investment managers while operating as a fee‑only adviser.

The firm’s investment process draws on modern portfolio theory and fundamental analysis, using mutual funds, ETFs, individual securities, and, when requested, socially conscious (ESG) strategies; it typically manages accounts on a discretionary basis and allows reasonable client‑imposed restrictions. CMF recommends independent custodians (including Charles Schwab and Altruist per the brochure), does not aggregate client trades into block orders, and monitors outside managers as part of its due diligence.

Founded in January 2024 and filing its first Form ADV, CMF is a very small, recently formed advisory practice led by a CFP® principal, resulting in a concentrated client roster and direct involvement by the founder. The firm also offers educational seminars and speaking engagements (described in Item 4 of the brochure), a service noted in its materials that is relatively uncommon among firms in its peer group.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Fee options

Fixed

$2,400 - $5,000 annual fixed fee for Ongoing Financial Planning

Percentage

$0 - $250,000: No fee $250,000+: 1.00%

Project-based

$250 per hour for Project-Based Financial Planning and Educational Seminars/Speaking Engagements

Other

Fee-only: Yes, firm is fee-only; no commissions or other compensation accepted.

Main office location

Cast Member Financial LLC

Ocoee FL, United States

Number of offices

2

Most active in

More info

Florida

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 407-819-7592

Advisors at this firm

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Alexander A

Series 66

Ocoee, FL

Cast Member Financial LLC

Alexander Alonso is a financial advisor at Cast Member Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Sykon Capital LLC and Merit Financial Advisors. Alonso has also held roles outside of finance, including positions at Queens University of Charlotte. Cast Member Financial LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm employs modern portfolio theory and fundamental analysis in its investment approach and offers both ongoing and project-based financial planning, often incorporating socially conscious strategies upon client request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
user avatar

Colin P

CFP®, Series 66

Ocoee, FL

Cast Member Financial LLC

Colin Philips is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cast Member Financial LLC, where he has worked since 2024. His prior experience includes roles at Truist Advisory Services, Madison Avenue Securities, AE Wealth Management, and Charles Schwab. Cast Member Financial LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of modern portfolio theory and fundamental analysis, offering discretionary account management and ESG strategies upon request, along with educational seminars and speaking engagements.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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