# John Schniepp

> John Schniepp is a fee-only financial advisor at Cascade Financial Strategies in Bend, Oregon, who holds the CFP and ChFC credentials. John focuses on retirement planning, sustainable & impact investing and estate & legacy planning. Cascade Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-schniepp/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cascade Financial Strategies
- **Based in:** Bend, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $150.9M across 605 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Sustainable & impact investing, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4576961 (https://adviserinfo.sec.gov/individual/summary/4576961)
- **SEC registration:** Investment adviser representative in AZ, CA, OR
- **Exams passed:** Series 66 (2002)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.cascadefs.com

## Frequently asked questions

### Is John Schniepp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Cascade Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Cascade Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Schniepp based?

John Schniepp is based in Bend, Oregon.

### What does John specialize in?

John's specialties include retirement planning, sustainable & impact investing, estate & legacy planning and family wealth transfer. John works with multi-generational families.

### What credentials does John Schniepp hold?

John Schniepp holds the CFP and ChFC credentials.

### Is John Schniepp registered with the SEC?

Yes. John Schniepp is registered as an investment adviser representative in AZ, CA and OR (CRD 4576961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cascade Financial Strategies manage?

Cascade Financial Strategies reports $150.9M across 605 accounts in assets under management.

### How do I contact John Schniepp?

Through John's website, www.cascadefs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4576961): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cascadefs.com/): specialties, clients served, and fees, checked October 30, 2026

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