Katie Martin Hewitt
Cascade Financial Strategies · Bend, Oregon
Katie Martin Hewitt is a fee-only financial advisor at Cascade Financial Strategies in Bend, Oregon. Katie 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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $150.9M across 605 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7529409 |
| Exams passed | Series 63 (2023) · Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cascadefs.com |
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Questions about Katie
Is Katie Martin Hewitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katie 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 Katie charge for financial advice?
Katie's firm, Cascade Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katie Martin Hewitt based?
Katie Martin Hewitt is based in Bend, Oregon.
What does Katie specialize in?
Katie's specialties include retirement planning, sustainable & impact investing, estate & legacy planning and family wealth transfer. Katie works with multi-generational families.
Is Katie Martin Hewitt registered with the SEC?
Yes. Katie Martin Hewitt is registered as an investment adviser representative in OR (CRD 7529409), 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 Katie Martin Hewitt?
Through Katie's website, www.cascadefs.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 Financial Strategies 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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