Casey Monsen is a CFP-designated registered investment advisor at Keeler Thomas Management LLC, based in Vernal, UT, with 17 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 132 clients with $310M 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 | 1.65% |
| $500K - $1.0M | 1.38% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.94% |
| $5M+ | 0.94% |
Fees for assets over $5 million are negotiable. Fees may be charged in advance or in arrears based on the average daily balance or balance at the end of the billing period.
Fee Estimator
Location
617 N Vernal Ave, Suite 4, Vernal, UT, 84078
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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 the owner and bookkeeper of Ace Bookkeeping. This activity is not investment-related.
Employment History
Current Registrations
Keeler Thomas Management LLC
Andina Advisors
Previous Registrations
Andina Family Offices
Oneamerica Securities, INC.
Beneficial Investment Services, INC.
State Registrations2 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.
Exams
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