Donald W. Cash & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$5,000

“Cash and Associates, LLC FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.”

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

How Donald W. Cash & Associates, LLC bills

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

• “The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
• “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”
• “In the event the client terminated the agreement within the quarter, the client is entitled to retain a pro-rata refund based on the number of days the client is not invested during the current quarter.”

How Donald W. Cash & Associates, LLC’s fees compare

• Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Donald W. Cash & Associates, LLC

• Principal: William Cash
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

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

1.4% a year

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

150830

Website

doncashpodcast.com (opens in new tab)

Phone

(800) 664-1183

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000
• Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr, $1,000⁠-⁠$50,000

Compare all 18 planners in Red Bank