Cassandra McKnight
Stash Wealth · Norwalk, Connecticut
Cassandra McKnight is a fee-only financial advisor at Stash Wealth in Norwalk, Connecticut, who holds the CFP credential. Cassandra charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 1% a year on the first tier of assets managed).
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Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
Facts
| Firm | Stash Wealth |
|---|---|
| Based in | Norwalk, Connecticut |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $51.7M across 551 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6079682 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stashwealth.com |
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Questions about Cassandra
Is Cassandra McKnight a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassandra holds no broker registration, and Stash Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cassandra charge for financial advice?
Cassandra charges a percentage of assets and a one-time planning fee.
How much does Cassandra charge?
According to Stash Wealth's website, checked October 30, 2026: one-time plans from $5,000; 1% a year on the first tier of assets managed.
Where is Cassandra McKnight based?
Cassandra McKnight is based in Norwalk, Connecticut.
What credentials does Cassandra McKnight hold?
Cassandra McKnight holds the CFP credential.
Is Cassandra McKnight registered with the SEC?
Yes. Cassandra McKnight is registered as an investment adviser representative in NY (CRD 6079682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stash Wealth manage?
Stash Wealth reports $51.7M across 551 accounts in assets under management.
How do I contact Cassandra McKnight?
Through Cassandra's website, www.stashwealth.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
- Stash Wealth 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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