Cascade Financial Strategies fees
Financial planner in Bend, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Cascade Financial Strategies (Bend, OR) charges $250-$350 an hour and a flat or project fee of $500-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- $250-
$350/hr Runs from below the Bend median of $325 to above it. Starts at the Oregon median of $250 and runs above it.
“Hourly fees range from $250 to $350 per hour.”
- Flat or project fee
- $500-
$2,500 Below the Bend median of $4,900; none of the 7 other planners in Bend that publish a flat or project fee charge less. Below the Oregon median of $5,250; 4% of the 46 other planners in Oregon charge less.
“Our Financial Planning fees that are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,500, depending on the specific arrangement reached with the client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Cascade Financial Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
- “Client’s are billed quarterly in arrears based on actual hours accrued.”
- “We must disclose if client’s advisory fees are due quarterly in advance.”
About Cascade Financial Strategies
“Through our Advisory Business we offer Comprehensive Portfolio Management, Financial Planning Services, and Pension Consulting. Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Principal: John Anderson Schniepp
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 307
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $151 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 166610 (opens in new tab)
- Phone
- (541) 678-5475
Registered or notice filed in 3 states: Arizona, California, Oregon
Other planners in Bend that publish fees
- ViviFi PlanningBendHourly $350/hr, Flat $4,800
- 2260 WestBendHourly $450/hr, Flat from $3,000
- Capstone Wealth Management Group, Inc.BendHourly $95-$295/hr, Flat $500-$7,000
- Alongside Financial PartnersBendAnnual up to $15,000/yr
- JGP Wealth Management, LLCBendHourly up to $350/hr, Flat up to $50,000
- Treeline Financial PlanningBendHourly $350/hr, Flat $2,500-$15,000
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.