PlannerFees

Cadence Wealth Management, LLC fees and pricing

Financial planner in Seattle, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Cadence Wealth Management, LLC charges $250 an hour and a flat or project fee of $1,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250 per hour.”
Flat or project fee
$1,000⁠-⁠$5,000
“In cases where financial planning but not investment supervisory services are provided, Cadence will charge a flat fee that will generally range between $1,000 and $5,000, depending upon the complexity and time needed to perform such services.”

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.

  • “Investment advisory fees charged by us are negotiable at our sole discretion.”
  • “If the management agreement does not span the entire quarterly billing period, the fee will be prorated based on the number of days the account is open during the billing period.”
  • “In all instances, we will send you a written invoice, including the fee, the formula used to calculate the fee, the time period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”

How Cadence Wealth Management, LLC’s fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 4 of the 38 other planners in Seattle that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Washington median of $3,250. 45% of the 103 other Washington planners that publish a flat or project fee charge less.
  • 4 of the 18 other planners in Seattle that publish a flat or project fee charge less.

About Cadence Wealth Management, LLC

“Investment Supervisory Services Some clients enter into a written Investment Advisory Agreement, where Cadence Wealth Management and our investment adviser representatives provide asset management services on a continuous and ongoing basis guided by the individual needs of the client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: ChFC® and CFA.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
156
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$104,465,298
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
158636
Website
cadence-wm.com (opens in new tab)
Phone
(206) 224-5636

Can advise clients in 2 states: Arizona, Washington

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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.