Cascade Wealth Advisors, Inc fees and pricing

Financial planner in Wenatchee, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 3, 2026, Cascade Wealth Advisors, Inc charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Fixed fees can be based upon the value of assets managed or time expended providing services at our hourly rate of $300.”

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

“The blended tier fee on AUM will be payable quarterly in arrears.”
“The first payment is due at the end of the current quarter and will be assessed pro-rata in the event the Agreement is executed other than the first day of the new calendar quarter.”
“We will issue you an invoice for our services, and then you send us a check for payment.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.

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: 114
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $228,059,740
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 158470
Website: cascade-wealth.com (opens in new tab)
Phone: (509) 886-8866

Can advise clients in 2 states: Louisiana, Washington

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