PlannerFees

Caskwise Capital Inc fees and pricing

Financial planner in Reno, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 28, 2026, Caskwise Capital Inc charges a flat or project fee of $3,500⁠-⁠$15,000, a quarterly fee of $1,200, and an annual fee of $4,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,500⁠-⁠$15,000
“One-Time Full Financial Plan Caskwise charges a fixed fee between $3,500 and $15,000 based on complexity and unique Client needs for financial planning.”
Quarterly fee
$1,200/qtr
“The fixed annual fee is $4,800 and is paid quarterly in arrears at $1,200 per quarter.”
Annual fee
$4,800/yr

From the same sentence as above.

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

How Caskwise Capital Inc bills

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

  • “Fees are billed quarterly in arrears 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.”
  • “The fee charged by each TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Caskwise Capital Inc’s fees compare

  • Its flat or project fee of $3,500-$15,000 spans the Nevada median of $5,000. 72% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • 7 of the 10 other planners in Reno that publish a flat or project fee charge less.
  • Its annual fee of $4,800 is below the Nevada median of $8,000. 38% of the 16 other Nevada planners that publish an annual fee charge less.
  • 2 of the 4 other planners in Reno that publish an annual fee charge less.

About Caskwise Capital Inc

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338889
Phone
(510) 520-5539

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