# Melissa Mason

> Melissa Mason is a fee-only financial advisor at Cascade Wealth Management Solutions in Pittsfield, Massachusetts. Cascade Wealth Management Solutions reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/melissa-mason/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cascade Wealth Management Solutions
- **Based in:** Pittsfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $16.6M across 136 accounts
- **CRD:** 6441011 (https://adviserinfo.sec.gov/individual/summary/6441011)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cascadewms.com/

## Frequently asked questions

### Is Melissa Mason a fee-only financial advisor?

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

### How does Melissa charge for financial advice?

Melissa's firm, Cascade Wealth Management Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Melissa Mason based?

Melissa Mason is based in Pittsfield, Massachusetts.

### Is Melissa Mason registered with the SEC?

Yes. Melissa Mason is registered as an investment adviser representative in MA (CRD 6441011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cascade Wealth Management Solutions manage?

Cascade Wealth Management Solutions reports $16.6M across 136 accounts in assets under management.

### How do I contact Melissa Mason?

Through Melissa's website, cascadewms.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6441011): 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

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