Melissa Mason
Cascade Wealth Management Solutions · Pittsfield, Massachusetts
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.
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Facts
| Firm | Cascade Wealth Management Solutions |
|---|---|
| Based in | Pittsfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.6M across 136 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6441011 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cascadewms.com |
How Melissa's firm compares
- Cascade Wealth Management Solutions's average account is about $122,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Melissa
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.
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
- 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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