KG
CFP
KG
CFP
Kasey Gahler is a CFP-designated registered investment advisor at Advisory Services Network, based in Austin, TX, with 23 years of industry experience. Kasey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9600 Great Hills Trail, Suite 150W, Austin, TX, 78759
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2007Denied
Employment History
Current Registrations
Advisory Services Network
November 2025 - Present · 6 mos
Previous Registrations
Gahler Financial
March 2018 - November 2025 · 7 yrs 8 mos
Cambridge Investment Research Advisors, INC.
September 2007 - April 2018 · 10 yrs 7 mos
Cambridge Investment Research, INC.Broker
September 2007 - April 2017 · 9 yrs 7 mos
Banc of America Investment Services, INC.
July 2007 - August 2007 · 1 mo
Banc of America Investment Services, INC.Broker
July 2007 - August 2007 · 1 mo
Marathon Advisors, INC
June 2004 - December 2007 · 3 yrs 6 mos
Securian Financial Services, INC.Broker
June 2002 - June 2007 · 5 yrs
Cri Securities, LLCBroker
June 2002 - June 2007 · 5 yrs
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.