Casey Cason is a registered investment advisor at Tactive Advisors, LLC, based in Peoria, AZ, with 19 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,375 clients with $460M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
1,375 clients
Average Client Portfolio
$332K average
Assets Under Management
$456.9M
Fee Structure
Minimum Investment:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14050 N 83rd Ave, Suite 290, Peoria, AZ, 85381
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
January 2020Judgment / Lien
December 2019Judgment / Lien
October 2018Employment History
Current Registrations
Tactive Advisors, LLC
January 2026 - Present · 3 mos
Brookwood Investment Group
December 2025 - Present · 4 mos
Previous Registrations
Redwood Private Wealth
December 2021 - March 2025 · 3 yrs 3 mos
World Equity Group, INC.
January 2020 - August 2021 · 1 yr 7 mos
World Equity Group, INC.Broker
July 2019 - August 2021 · 2 yrs 1 mo
Triumph Wealth Advisors, INC.
June 2019 - July 2021 · 2 yrs 1 mo
Woodbury Financial Services, INC.
March 2019 - June 2019 · 3 mos
Woodbury Financial Services, INC.Broker
March 2019 - June 2019 · 3 mos
Questar Asset Management, INC.
September 2017 - March 2019 · 1 yr 6 mos
Questar Capital CorporationBroker
September 2017 - March 2019 · 1 yr 6 mos
Gradient Wealth Management
November 2016 - September 2017 · 10 mos
Gradient Securities, LLCBroker
November 2016 - September 2017 · 10 mos
Cue Financial Group, INC.
October 2013 - November 2016 · 3 yrs 1 mo
Foothill Securities, INC.Broker
October 2013 - November 2016 · 3 yrs 1 mo
Cetera Advisor Networks LLC
July 2008 - December 2013 · 5 yrs 5 mos
Cetera Advisor Networks LLCBroker
April 2008 - December 2013 · 5 yrs 8 mos
Allstate Financial Services, LLCBroker
April 2004 - July 2006 · 2 yrs 3 mos
UBS Financial Services INC.
May 2003 - September 2003 · 4 mos
UBS Financial Services INC.Broker
April 2003 - September 2003 · 5 mos
State Registrations2 states
AZTX
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.