Casey Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,500,000
Clients
253
Advisors
2
of 2 employees
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
Expertise
Fee options
$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
$300/hour (Wayne L. Casey), $150/hour (Robert A. Kristof)
Account minimum: $100,000 Fee-only: Hourly financial planning fees: $300/hour for Wayne L. Casey, $150/hour for Robert A. Kristof
Main office
15614 S. Harlem Avenue, Unit E
Orland Park IL 60462
Advisors at this office
2
Most active in
Illinois
Also doing business as
Casey Wealth Management, Inc. · Casey, Wayne Lawrence · Pension Solutions Inc. · Pension Solutions Inc. (Dba Casey Wealth Management, Inc.) · Wayne Casey (Dba Pension Solutions, Inc.)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
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.
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.
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