# Simon Perna

> Simon Perna is a fee-only financial advisor at Cascade Financial Partners in San Diego, California. Simon focuses on estate & legacy planning and tax planning. Cascade Financial Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/simon-perna/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cascade Financial Partners
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.38B across 1,093 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 8267164 (https://adviserinfo.sec.gov/individual/summary/8267164)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.cascadefinancialpartners.com/

## Frequently asked questions

### Is Simon Perna a fee-only financial advisor?

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

### How does Simon charge for financial advice?

Simon's firm, Cascade Financial Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Simon Perna based?

Simon Perna is based in San Diego, California.

### What does Simon specialize in?

Simon's specialties include estate & legacy planning and tax planning.

### Is Simon Perna registered with the SEC?

Yes. Simon Perna is registered as an investment adviser representative in CA (CRD 8267164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cascade Financial Partners manage?

Cascade Financial Partners reports $1.38B across 1,093 accounts in assets under management.

### How do I contact Simon Perna?

Through Simon's website, www.cascadefinancialpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8267164): 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.cascadefinancialpartners.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.