Advisor at Cashew Financial, LLC
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Firm
Cashew Financial, LLC
Location
Payson, UT
Credentials
Series 63, Series 65
Industry experience
13 years
Clark Drishinski is a financial advisor at Cashew Financial, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Indus Valley Partners, Keeler Thomas Management, LLC, and Sagepoint Financial, Inc. In addition to his advisory work, he is licensed as an insurance agent. Cashew Financial is a state-registered, single-advisor firm serving individual and high-net-worth clients with financial planning and consulting. The firm primarily provides non-discretionary advice, offers public educational seminars, and refers clients to a third-party manager for discretionary asset management.
Based on Cashew Financial, LLC
Based on Cashew Financial, LLC
$0 - $250,000: 0.90% $250,001 - $750,000: 0.85% $750,001 - $1,250,000: 0.80% $1,250,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.55% $25,000,001+: Negotiable
$150 per hour for financial planning services
Fee-only: Hourly financial planning fee of $150 per hour
Payson, UT
Utah
Cashew Financial, LLC
2020 - Present (6 years)
Indus Valley Partners
2019 - 2020 (1 year)
Keeler Thomas Management, LLC
2015 - 2019 (4 years)
Sagepoint Financial, Inc.
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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