# Marc Eppinger

> Marc Eppinger is a fee-only financial advisor at Cascade Financial Strategies in Bend, Oregon. Marc 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/marc-eppinger/
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
- **Specialties:** Retirement planning, Sustainable & impact investing, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7175513 (https://adviserinfo.sec.gov/individual/summary/7175513)
- **SEC registration:** Investment adviser representative in AZ, CA, OR
- **Exams passed:** Series 65 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.cascadefs.com

## Frequently asked questions

### Is Marc Eppinger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marc 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 Marc charge for financial advice?

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

### Where is Marc Eppinger based?

Marc Eppinger is based in Bend, Oregon.

### What does Marc specialize in?

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

### Is Marc Eppinger registered with the SEC?

Yes. Marc Eppinger is registered as an investment adviser representative in AZ, CA and OR (CRD 7175513), 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 Marc Eppinger?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7175513): 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.