Cannon Wealth Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on a negotiable hourly rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a flat between $1,000 and $10,000 based on the complexity of the plan and the client’s needs.”

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

How Cannon Wealth Group LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate - 5- their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Cannon Wealth Group LLC’s fees compare

• Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Eagle that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Idaho median of $2,625. 69% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Cannon Wealth Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Tax 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

1% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$12,292,574

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173633

Website

cannonwealthgroup.com (opens in new tab)

Phone

(310) 734-0680

Can advise clients in 3 states: California, Idaho, Maryland

Other planners in Eagle that publish fees

• Allegiance Financial PlanningEagle$120/hr
• Alturas Wealth Management, LLCEagle$175/hr
• Ascend Wealth Management LLCEagle$150/hr
• Dillon Financial Planning, Inc.Eagle$280/hr
• Eagle Financial PlanningEagle$500/hr, $6,000⁠-⁠$50,000/yr
• Enduro Wealth Management, LLCEagle$400/hr, $500⁠-⁠$2,000/mo

Compare all 12 planners in Eagle