Casey Wolff is a registered investment advisor at The Advisory Resource Group, LLC, based in Houston, TX, with 22 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 712 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75%, but a lower fee may be negotiated.
Fee Estimator
Location
14811 St. Mary's Lane, Suite 175, Houston, TX, 77079
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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 Activities
Casey works as an assistant for The Advisory Resource Group dba Compass Pointe Financial, a registered investment advisor, performing administrative work. This takes about half of Casey's time.
Employment History
Current Registrations
The Advisory Resource Group, LLC
M. S. Howells & CO.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
New England SecuritiesBroker
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.