Cashew Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$200,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$200,000
About
Cashew Financial is a state‑registered, single‑advisor firm that provides financial planning and consulting to individual and high‑net‑worth clients. The firm also offers public educational seminars and workshops and, when appropriate, refers clients to a single third‑party manager (Symmetry Partners) for discretionary asset management.
Cashew generally delivers non‑discretionary advice and does not directly manage or custody client portfolios; instead it acts as a liaison to and ongoing monitor of the third‑party manager and delivers written financial plans within an agreed timeframe. The recommended manager’s strategies are described in the brochure as grounded in Modern Portfolio Theory and quantitative methods, while Cashew’s own planning work is billed on an hourly basis.
Distinctive aspects include the firm’s primary reliance on non‑discretionary relationships rather than in‑house portfolio management and its practice of holding public educational events, both of which are noted as uncommon among independent solo advisers. The firm also discloses a solicitor arrangement with its TPM and an outside business activity in software engineering, and states it seeks to mitigate conflicts through disclosure and compliance procedures.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
General estate planning guidance
General tax planning
Fee options
$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
Main office location
Cashew Financial, LLC
Payson UT, United States
Number of offices
1
Most active in
Cashew Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
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:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")