Cassia Capital Partners LLC fees and pricing

Financial planner in Winston Salem, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 13, 2026, Cassia Capital Partners LLC charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325/hr; “Cassia offers financial consulting services at an hourly rate of $325 or based on a fixed fee per engagement, payable in arrears.”

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

“Fees for Advisory Services Portfolio Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
“The investment advisory fee in the first quarter of service is prorated to the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $325 is above the North Carolina median of $300. 65% of the 177 other North Carolina planners that publish an hourly rate charge less.
3 of the 4 other planners in Winston Salem 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: 178
Employees: 5
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, and selecting other advisers
Assets managed: $251,207,843
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 159911
Website: cassiacapitalpartners.com (opens in new tab)
Phone: (336) 723-4585

Is something on this page wrong or out of date?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.