Casey Alan Mack
Investment adviser representative at The Sum
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$551.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Montgomery County Mud 159Apr 2026 to now
- The SumJul 2024 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2024
- Fidelity InvestmentsMar 2012 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5345198
- Firm CRD
- 297658