Steven Deboth
Cadence Wealth Management · Westborough, Massachusetts
Steven Deboth is a fee-only financial advisor at Cadence Wealth Management in Westborough, Massachusetts, who holds the CFP credential. Cadence Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cadence Wealth Management |
|---|---|
| Based in | Westborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $448.0M across 3,272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4459388 |
| Exams passed | Series 66 (2001) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cadencewm.com |
| Profile |
How Steven's firm compares
- Cadence Wealth Management's average account is about $137,000, from its Form ADV (assets managed divided by 3,272 accounts).
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Questions about Steven
Is Steven Deboth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Cadence Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Cadence Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Deboth based?
Steven Deboth is based in Westborough, Massachusetts.
What credentials does Steven Deboth hold?
Steven Deboth holds the CFP credential.
Is Steven Deboth registered with the SEC?
Yes. Steven Deboth is registered as an investment adviser representative in MA (CRD 4459388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cadence Wealth Management manage?
Cadence Wealth Management reports $448.0M across 3,272 accounts in assets under management.
How do I contact Steven Deboth?
Through Steven's website, www.cadencewm.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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