Cadger Tax and Financial Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$4,002/hr

“The hourly charge for financial planning is between $100 and $4002 per hour as negotiated between the IAR and client.”

Flat or project fee

Up to $10,000

“The flat rate fee for financial planning services typically ranges from $0 to $10,000 on a case-by-case basis depending on the specific arrangement reached with the client.”

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

How Cadger Tax and Financial Inc. bills

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

• “Accounts custodied at Interactive Brokers are billed on a quarterly basis.”
• “The Fee is billed in advance the first month of each calendar quarter and calculated on the prior quarter's ending value of the assets in the Account (the "Fee").”
• “The balance is due upon completion of the plan.”

How Cadger Tax and Financial Inc.’s fees compare

• Its hourly rate of $100-$4,002 spans the North Carolina median of $300. 100% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of up to $10,000 spans the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Cadger Tax and Financial Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

43

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$11,598,803

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312033

Website

cadgerwealthadvisors.com (opens in new tab)

Phone

(209) 400-4615

Can advise clients in 4 states: California, North Carolina, Nevada, South Carolina

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina