Cassedy Financial Group, Inc.

Cassedy Financial Group, Inc. (CFG) is a Florida-based firm established in 2000 by Thomas A. Cassedy, who has over 38 years of experience in the investment business. CFG specializes in advising high-net-worth families on wealth planning and money management, as well as providing services to corporations and retirement plans. The firm offers discretionary and non-discretionary asset management services, tailored to each client's investment goals and risk tolerance. CFG does not participate in wrap fee programs and manages various securities, including mutual funds, preferred stocks, bonds, and government securities. As of December 31, 2024, CFG had regulatory assets under management of $222,327,489. The firm also offers consulting services, including pension consulting, with fees ranging from $400-$500 per hour. Clients have the option to manage held-away assets through a third-party platform at no additional cost. CFG works with high-net-worth individuals, families, corporations, trusts, pension plans, and other entities, with a minimum account size of $250,000. The firm charges asset-based fees that are negotiable and prorated based on the value of assets under management. CFG does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests.