Casey Clarke
Cadence Wealth Management · Westborough, Massachusetts
Casey Clarke is a fee-only financial advisor at Cadence Wealth Management in Westborough, Massachusetts, who holds the CFP and ChFC credentials. Cadence Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cadence Wealth Management |
|---|---|
| Based in | Westborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $448.0M across 3,272 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA · CRD 2911372 |
| Exams passed | Series 63 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cadencewm.com |
| Profile |
How Casey's firm compares
- Cadence Wealth Management's average account is about $137,000, from its Form ADV (assets managed divided by 3,272 accounts).
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Questions about Casey
Is Casey Clarke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Cadence Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Cadence Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Casey Clarke based?
Casey Clarke is based in Westborough, Massachusetts.
What credentials does Casey Clarke hold?
Casey Clarke holds the CFP and ChFC credentials.
Is Casey Clarke registered with the SEC?
Yes. Casey Clarke is registered as an investment adviser representative in MA (CRD 2911372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cadence Wealth Management manage?
Cadence Wealth Management reports $448.0M across 3,272 accounts in assets under management.
How do I contact Casey Clarke?
Through Casey's website, www.cadencewm.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
- 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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