# Cassandra Smalley

> Cassandra Smalley is a fee-only financial advisor at Cassandra Smalley Wealth Management in Seminole, Florida, who holds the CFP and CFA credentials. Cassandra charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $9,000 a year and one-time plans from $2,500) and focuses on tax planning, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/cassandra-smalley/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Cassandra Smalley Wealth Management
- **Based in:** Seminole, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $9,000 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.6M across 119 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners, Divorce financial planning, Family wealth transfer
- **Works with:** Founders, Retirees, Divorced individuals, Multi-generational families
- **CRD:** 5467317 (https://adviserinfo.sec.gov/individual/summary/5467317)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2008), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cassandrasmalley.com

## Frequently asked questions

### Is Cassandra Smalley a fee-only financial advisor?

Yes. Cassandra Smalley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cassandra's firm.

### How does Cassandra Smalley charge for financial advice?

Cassandra Smalley charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Cassandra Smalley charge?

According to Cassandra Smalley Wealth Management's website, checked October 28, 2026: ongoing planning from $9,000 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Does Cassandra Smalley work with clients virtually?

Yes. Cassandra Smalley Wealth Management says on its website that it works with clients remotely.

### Where is Cassandra Smalley based?

Cassandra Smalley is based in Seminole, Florida.

### What does Cassandra Smalley specialize in?

Cassandra Smalley's specialties include tax planning, retirement planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Cassandra works with founders, retirees, divorced individuals and multi-generational families.

### What credentials does Cassandra Smalley hold?

Cassandra Smalley holds the CFP and CFA credentials.

### Is Cassandra Smalley registered with the SEC?

Yes. Cassandra Smalley is registered as an investment adviser representative in FL (CRD 5467317), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cassandra Smalley Wealth Management manage?

Cassandra Smalley Wealth Management reports $36.6M across 119 accounts in assets under management.

### How do I contact Cassandra Smalley?

Through Cassandra Smalley's website, cassandrasmalley.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/cassandra-smalley-10995): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.cassandrasmalley.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.