Chad Onufrechuk
Cascade Wealth Planning · Belmont, Massachusetts
Chad Onufrechuk is a fee-only financial advisor at Cascade Wealth Planning in Belmont, Massachusetts. Chad focuses on retirement planning and estate & legacy planning. Cascade Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Cascade Wealth Planning |
|---|---|
| Based in | Belmont, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $30.7M across 126 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 7254094 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cascadewealthplanning.com |
| Profile |
How Chad's firm compares
- Cascade Wealth Planning's average account is about $244,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Chad
Is Chad Onufrechuk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Cascade Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Cascade Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Chad charge?
According to Cascade Wealth Planning's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Chad Onufrechuk based?
Chad Onufrechuk is based in Belmont, Massachusetts.
What does Chad specialize in?
Chad's specialties include retirement planning and estate & legacy planning. Chad works with executives.
Is Chad Onufrechuk registered with the SEC?
Yes. Chad Onufrechuk is registered as an investment adviser representative in MA and TX (CRD 7254094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascade Wealth Planning manage?
Cascade Wealth Planning reports $30.7M across 126 accounts in assets under management.
How do I contact Chad Onufrechuk?
Through Chad's website, www.cascadewealthplanning.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 Wealth Planning 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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