CASSILLY FINANCIAL
SEC RegisteredHelping You Find Financial Freedom Through Thoughtful Guidance & Custom Solutions
About the firm
Cassilly Financial Group is an independent Registered Investment Advisor (RIA) built on the foundation of acting as a fiduciary for clients. The firm is led by Frederick Cassilly, CFP®, and focuses on providing holistic, unbiased financial planning tailored to personal needs and future financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and advisory services, including thoughtful planning, clear communication, and ongoing dedication to clients' financial well-being through custom, client-based solutions.
Who they serve
Hardworking families facing financial complexities as well as those simply looking for extra guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 88 | $21M |
| High Net Worth Individuals | 96 | $113M |
4 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $100,000 | 1.30% |
| Next $100,001 to $250,000 | 1.15% |
| Next $250,001 to $500,000 | 1.00% |
| Next $500,001 to $1,000,000 | 0.80% |
| Next $1,000,001 to $2,000,000 | 0.70% |
| Next $2,000,001 to $5,000,000 | 0.60% |
| Next $5,000,001 and above | 0.40% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASSILLY FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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