Cannon Wealth Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,085,720
Clients
26
35% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$464,835
About
The firm is a small, fee‑based financial planning and investment management adviser serving individuals, high‑net‑worth clients, and employer retirement plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, qualified plan consulting, and educational seminars.
Investment programs are tailored through an investment policy statement and constructed using fundamental analysis (with technical analysis applied to certain mutual funds and stocks), with portfolios monitored and reviewed at least quarterly. The firm can manage accounts on either a discretionary or non‑discretionary basis and generally charges advisory fees based on assets under management while clients’ assets remain held by third‑party custodians.
What is distinctive for a firm of this size is its pension consulting and qualified plan work — it provides limited‑scope ERISA 3(21) advice, full discretionary 3(38) investment manager services, ongoing plan monitoring, and participant education. The firm also discloses that it does not sell commissioned insurance or accept external sales compensation and does not recommend third‑party money managers, which narrows certain product‑placement conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Financial planning fees range from $1,000 to $10,000 depending on complexity
$0 - $5,000,000: 1.0% annually (Equity Portfolio) $5,000,001 - $10,000,000: 0.80% annually (Equity Portfolio) $10,000,001+: 0.60% annually (Equity Portfolio) $0 - $5,000,000: 0.40% annually (Fixed Income Portfolio) $5,000,001 - $10,000,000: 0.35% annually (Fixed Income Portfolio) $10,000,001+: 0.30% annually (Fixed Income Portfolio) $0 - $5,000,000: 1.0% annually (Qualified Plan Consulting Services) $5,000,001 - $10,000,000: 0.80% annually (Qualified Plan Consulting Services) $10,000,001+: 0.60% annually (Qualified Plan Consulting Services)
$250 per hour for financial planning services
Account minimum: $100,000 minimum (may be waived at discretion) Fee-only: Hourly financial planning at $250/hour; Fixed fees for financial planning between $1,000 and $10,000 based on complexity
Main office location
Cannon Wealth Group LLC
Eagle ID, United States
Number of offices
2
Most active in
Cannon Wealth Group LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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