Steven Casull
Steven Casull is a registered investment advisor at Casull Financial Advisory, LLC, based in South Jordan, UT, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are not negotiable, but discounts are offered to select friends, employees and family.
Fee Estimator
Location
10421 South Jordan Gateway, Suite 600, South Jordan, UT, 84095
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a licensed independent insurance agent in Utah and may sell recommended insurance products to advisory clients. This activity will take about 10-20% of his time, or about 20 hours per month.
Employment History
Current Registrations
Casull Financial Advisory, LLC
Previous Registrations
Nationwide Securities, LLC
Allstate Financial Advisors, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.