Advisor at Cascade Wealth Advisors, 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
Cascade Wealth Advisors, Inc
Location
Wenatchee, WA 98801
Credentials
Series 66
Industry experience
4 years
Fixed fees negotiated, can be based on asset value or hourly rate; minimum flat fee $5,000 annually
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.50% $3,000,000+: 0.35%
$300 per hour for financial planning and consultation services
Account minimum: $500,000 aggregate account minimum or a flat fee minimum of $5,000 annually Fee-only: Financial planning and consultation services at $300 per hour
Cascade Wealth Advisors, Inc
2024 - Present (2 years)
Cascade Wealth Advisors
2024 - Present (2 years)
Telos Wealth Management
2024 - 2024 (1 year)
Commonwealth Financial Network
2021 - 2024 (3 years)
Homchick Smith & Associates
2019 - 2021 (2 years)
CapinCrouse LLP
2017 - 2019 (2 years)
Bdo Usa, Llp
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
East Wenatchee, WA
Edward Jones
Series 66
Wenatchee, WA
Edward Jones
ChFC®, Series 63, Series 66
East Wenatchee, WA
Edward Jones
Series 63, Series 66
Wenatchee, WA
Edward Jones
Series 65
Malaga, WA
Arrowstone Wealth, LLC
Series 63, Series 65
Wenatchee, WA
James Capital Management LLC
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