Casey Marks is a registered investment advisor at Foronjy Financial, based in Santa Barbara, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 187 clients with $280M 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 $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
401 Chapala Street, Suite 105, Santa Barbara, CA, 93101
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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 is a notary since 2018 and operates Foronjy Financial as a DBA for their LPL business since 2018. Since May 2023, Casey provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Foronjy Financial
Previous Registrations
Mariner Independent
LPL Financial LLCBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Marks Mcbroom Walston Securities, INC.Broker
State Registrations1 state
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