Cascade Wealth LLC fees
Financial planner in Belmont, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Cascade Wealth LLC (Belmont, MA) charges $300 an hour for financial planning.
- Website: cascadewealthplanning.com (opens in new tab)
- Call (617) 817-9158
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Massachusetts median of $300; 41% of the 131 other planners in Massachusetts that publish an hourly rate charge less. The one other planner in Belmont charges more.
“Clients engaged under a separate financial planning agreement are billed at an hourly rate of $300 per hour or a fixed negotiated fee.”
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
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Cascade Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
- “Fees and Termination Wealth Management Services Cascade Wealth is compensated for its investment management services in advance of the quarter of service.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 30
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 2, 2026
- CRD number
- 322216 (opens in new tab)
- Phone
- (617) 817-9158
Other planners in Belmont that publish fees
- Moore Financial Advisors, Ltd.BelmontHourly $350/hr, Flat $3,500-$6,000
More planners in Massachusetts that publish fees
- Tiedemann & Associates Investment Advisors, Inc.WestonHourly $300/hr
- FABCO Investment Advisors, LLCNewton Upper FallsHourly $150/hr
- South Coast Planning & Wealth ManagementFall RiverFlat $1,000-$10,000, Annual up to $10,000/yr
- Pathways Financial Consulting LLCNeedhamFlat up to $10,000, Monthly up to $800/mo
- Radius Capital AdvisorsConcordFlat $2,000-$5,000
- BeingFIT FinancialWalpoleHourly $250/hr, Flat $1,500-$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.