Brian Krause
Cascade Financial Partners · San Diego, California
Brian Krause is a fee-only financial advisor at Cascade Financial Partners in San Diego, California, who holds the CFP credential. Brian focuses on estate & legacy planning and tax planning. Cascade Financial Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Cascade Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.38B across 1,093 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4469710 |
| Exams passed | Series 66 (2002) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cascadefinancialpartners.com |
How Brian's firm compares
- Cascade Financial Partners's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,093 accounts).
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Questions about Brian
Is Brian Krause a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Cascade Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Cascade Financial Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Krause based?
Brian Krause is based in San Diego, California.
What does Brian specialize in?
Brian's specialties include estate & legacy planning and tax planning.
What credentials does Brian Krause hold?
Brian Krause holds the CFP credential.
Is Brian Krause registered with the SEC?
Yes. Brian Krause is registered as an investment adviser representative in CA and TX (CRD 4469710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascade Financial Partners manage?
Cascade Financial Partners reports $1.38B across 1,093 accounts in assets under management.
How do I contact Brian Krause?
Through Brian's website, www.cascadefinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cascade Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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