Steven Olds
Cascade Wealth Advisors · Wenatchee, Washington
Steven Olds is a fee-only financial advisor at Cascade Wealth Advisors in Wenatchee, Washington, who holds the CFP credential. Cascade Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cascade Wealth Advisors |
|---|---|
| Based in | Wenatchee, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $228.1M across 360 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6619521 |
| Exams passed | Series 63 (2017) · Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cascade-wealth.com |
How Steven's firm compares
- Cascade Wealth Advisors's average account is about $633,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Steven
Is Steven Olds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Cascade Wealth Advisors 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, Cascade Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Olds based?
Steven Olds is based in Wenatchee, Washington.
What credentials does Steven Olds hold?
Steven Olds holds the CFP credential.
Is Steven Olds registered with the SEC?
Yes. Steven Olds is registered as an investment adviser representative in WA (CRD 6619521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascade Wealth Advisors manage?
Cascade Wealth Advisors reports $228.1M across 360 accounts in assets under management.
How do I contact Steven Olds?
Through Steven's website, www.cascade-wealth.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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