Cast Member Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$2,400 - $5,000 annual fixed fee for Ongoing Financial Planning
$0 - $250,000: No fee $250,000+: 1.00%
$250 per hour for Project-Based Financial Planning and Educational Seminars/Speaking Engagements
Fee-only: Yes, firm is fee-only; no commissions or other compensation accepted.
Main office
Ocoee FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Alonso Financial Planning · Cast Member Financial LLC
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
Alex A
Verified by Warmer
Series 66
Ocoee, FL
Cast Member Financial LLC
Alex Alonso, MBA, is the founder of Alonso Financial Planning, a fee-only independent advisory firm in Tampa, FL serving business owners and entrepreneurs. A lifelong entrepreneur who started his first company at sixteen, Alex helps founders turn their businesses into assets that can fund a lifetime of financial freedom. Whether they plan to sell, keep building, or anything in between. He specializes in S-corp distribution strategy, business cash management, tax-aware investing, and retirement plan design. Alex is a member of the XYPN network and holds an MBA with the ChFC designation in progress.
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.
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