Cascade Wealth Management Solutions Inc. fees and pricing
Financial planner in Pittsfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Cascade Wealth Management Solutions Inc. charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Services are offered based on an hourly fee of $300 per hour billed in 15 minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cascade Wealth Management Solutions Inc. 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 close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How Cascade Wealth Management Solutions Inc.’s fees compare
- Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Cascade Wealth Management Solutions Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.75% a year
- Clients
- 76
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,556,566
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333821
- Phone
- (413) 446-0802
Other planners in Pittsfield that publish fees
- East River Capital Management LLCPittsfield$100-$500/hr, $2,000-$200,000
- Just Wealth LLCPittsfield$7,000/yr
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
Is something on this page wrong or out of date?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.