Cadence Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$50,000

“The fixed rate for financial planning services is between $3,000 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cadence Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of Cadence Wealth Partners' fees within five business days of signing the Investment Advisory Contract.”

How Cadence Wealth Partners, LLC’s fees compare

• Its flat or project fee of $3,000-$50,000 spans the North Carolina median of $4,800. 94% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Cadence Wealth Partners, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Military and veterans

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

1.5% a year

Clients

97

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$43,275,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329274

Website

cadencewealthpartners.com (opens in new tab)

Phone

(704) 493-6919

Can advise clients in 2 states: Florida, North Carolina

Other planners in Concord that publish fees

• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• WMC Capital Management, LLCConcord$350/hr, $500⁠-⁠$5,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 5 planners in Concord