Casey Wesson is a registered investment advisor at Gainline Financial Partners, LLC, based in Louisville, CO, with 9 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 875 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gainline Financial charges an annual fee based on the value of your portfolio. The fee can be a fixed percentage, tiered based on asset levels, or a linear fee schedule. The annual fee ranges up to 1.5%. Fees are charged monthly, based on the value of your portfolio at the end of each month. A minimum annual fee may apply.
Location
917 Front Street, Suite 160, Louisville, CO, 80027
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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 assists with operations management for SAASTR's annual conference, dedicating a few hours per week. This activity involves problem-solving, event management, and temporary staff management and is not investment-related.
Employment History
Current Registrations
Gainline Financial Partners, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.