A complete list of active advisors currently associated with Cast Member Financial LLC

Warmer can help you find a great advisor at Cast Member Financial LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cast Member Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.