Caroline Mason
Cascade Financial Partners · San Diego, California
Caroline Mason is a fee-only financial advisor at Cascade Financial Partners in San Diego, California. Caroline 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 |
| SEC registration | Investment adviser representative in CA · CRD 7678307 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cascadefinancialpartners.com |
How Caroline'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 Caroline
Is Caroline Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline 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 Caroline charge for financial advice?
Caroline's firm, Cascade Financial Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Caroline Mason based?
Caroline Mason is based in San Diego, California.
What does Caroline specialize in?
Caroline's specialties include estate & legacy planning and tax planning.
Is Caroline Mason registered with the SEC?
Yes. Caroline Mason is registered as an investment adviser representative in CA (CRD 7678307), 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 Caroline Mason?
Through Caroline'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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