Jeffrey Casto
Jeffrey Casto is a registered investment advisor at Retirement Plan Advisors, LLC, based in Mokena, IL, with 27 years of industry experience. Jeffrey 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 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
9850 W 190th St, Unit B3, Mokena, IL, 60448
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
Jeffrey is the owner of Retirement Plan Advisor Holdings, Inc. since January 2022, dedicating minimal time. He is also an independent insurance agent for various independent insurance companies since 2003, dedicating minimal time, and an advisory representative for Retirement Plan Advisors, LLC, taking about half of his time.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Citicorp Investment ServicesBroker
The Dreyfus Service CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations6 states
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.