Marc Eppinger
Cascade Financial Strategies · Bend, Oregon
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.
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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 AZ, CA, OR · CRD 7175513 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cascadefs.com |
| Profile |
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Questions about Marc
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.
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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