Casey Witters is a CFP-designated registered investment advisor at Optimize Financial INC., based in Laguna Hills, CA, with 12 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 99 clients with $190M 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 $50.0M | 1.75% |
| $50M+ | 1.50% |
In addition to Optimize Financial's advisory fee, clients will also pay the Optimize Strategy Index ETF (OPTZ) expense ratio of 0.25% on assets invested in OPTZ.
Fee Estimator
Location
23212 Mill Creek Drive, Laguna Hills, CA, 92653
Get directionsHistory
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 property owner in a partnership since 2021, dedicating minimal time. Casey is also the founder, pastor, and board member of New Creation Fellowship Church since 2023, spending about 10-20% of their time.
Employment History
Current Registrations
Optimize Financial INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations5 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.