Cadence Wealth Management LLC fees and pricing
Financial planner in Westborough, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Cadence Wealth Management LLC charges a flat or project fee of $600-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$5,000
“Financial Planning and Consulting Services Cadence offers financial planning or consulting services on an annual basis for a fixed fee ranging from $600 to $5,000, which may be negotiable depending on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cadence Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The period commences with the effective date of the investment advisory agreement and continues on a pro-rata basis through the first month.”
- “Financial Planning and Consulting Services Financial planning and consulting fees are invoiced by the Advisor and are due upon execution of the financial planning and consulting agreement.”
How Cadence Wealth Management LLC’s fees compare
- Its flat or project fee of $600-$5,000 spans the Massachusetts median of $4,750. 34% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- None of the 2 other planners in Westborough that publish a flat or project fee charge less.
About Cadence Wealth Management LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 696
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $447,975,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155080
- Phone
- (508) 898-0400
Can advise clients in 10 states: California, Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, Pennsylvania, Rhode Island, Tennessee, Texas
Other planners in Westborough that publish fees
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Finivi Inc.Westborough$200-$350/hr, $1,500-$25,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.