Donald W. Cash & Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% 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
50
HighAverage account size
$0
About
The firm serves individual and high-net-worth clients, offering personalized financial planning and consulting alongside co-advisory services with third‑party money managers. Typical planning topics include cash‑flow and tax analysis, retirement and estate planning, insurance review, and assistance with third‑party manager paperwork and periodic account reviews.
Investment advice is delivered through third‑party managers (Matson Money and Focus Partners) that implement Modern Portfolio/Efficient Market allocation models with periodic rebalancing; those managers have discretionary trading authority while the firm does not custody client assets or accept discretionary trading. The firm bills planning work on a fixed or hourly basis and receives co‑advisory fees remitted from the third‑party platforms rather than executing and managing client accounts directly.
Noteworthy differences from many solo independent advisers include the managing member’s separate activities as a licensed insurance producer and affiliated insurance entities, which the brochure discloses as a potential conflict that is addressed by firm procedures and client disclosures. The firm’s role as a co‑advisor (rather than a direct portfolio manager or custodian), its policy not to vote proxies on client holdings, and its no‑minimum account approach are operational features that distinguish it from peers that more commonly provide direct portfolio management.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Financial planning services offered on a negotiable fixed fee basis, maximum $5,000
$0 - $500,000: 1.40% total annual fee (0.90% DWCA + 0.50% FPAS) $500,000.01 - $1,000,000: 1.15% total annual fee (0.90% DWCA + 0.25% FPAS) $1,000,000.01 - $5,000,000: 1.10% total annual fee (0.90% DWCA + 0.20% FPAS) $5,000,000.01+: 1.05% total annual fee (0.90% DWCA + 0.15% FPAS)
$500 per hour for financial planning services
Fee-only: Financial planning services charged as negotiable fixed fees up to $5,000 or hourly fee of $500 per hour
Main office location
Donald W. Cash & Associates, LLC
331 Newman Springs Road, Building #1, 4 Th Floor, Suite 143
Red Bank NJ 07701, United States
Number of offices
1
Most active in
Donald W. Cash & Associates, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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")