Advisor at Cadger Tax and Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cadger Tax and Financial Inc.
Location
Carolina Beach, NC
Credentials
CFP®, Series 65
Industry experience
9 years
Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.
Based on Cadger Tax and Financial Inc.
Based on Cadger Tax and Financial Inc.
$0 to $10,000 per financial plan (case-by-case basis)
0.50% to 2.00% annually
Separate customary commissions received by individual representatives for insurance product sales
$100 to $400 per hour
Carolina Beach, NC
California · Nevada · North Carolina · South Carolina
Cadger Tax & Financial Inc
2023 - Present (3 years)
Cadger Wealth Advisors LLC
2023 - 2023 (1 year)
Cadger Tax and Financial inc
2020 - 2023 (3 years)
Tahoe Investments and Tax Planning, LLC
2019 - 2021 (2 years)
Blueprint Wealth Partners, LLC
2017 - 2019 (2 years)
Blueprint Wealth Partners, LLC
2016 - 2017 (1 year)
Cadger Consulting
2006 - 2023 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Series 66
Wilmington, NC
Neuse River Capital, LLC
Series 63, Series 65, Series 66
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Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
CFP®, Series 66
Wilmington, NC
Shammas Financial Planning
Series 63, Series 65
Carolina Beach, NC
SCW Wealth Management, LLC
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