Terri Cavagnaro
DeDora Capital · Napa, California
Terri Cavagnaro is a fee-only financial advisor at DeDora Capital in Napa, California. Terri focuses on equity compensation, estate & legacy planning and small business owners. DeDora Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | DeDora Capital |
|---|---|
| Based in | Napa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.7M across 1,309 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5092009 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.dedoracapital.com |
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Questions about Terri
Is Terri Cavagnaro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terri holds no broker registration, and DeDora Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terri charge for financial advice?
Terri's firm, DeDora Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terri Cavagnaro based?
Terri Cavagnaro is based in Napa, California.
What does Terri specialize in?
Terri's specialties include equity compensation, estate & legacy planning, small business owners and sustainable & impact investing. Terri works with executives, ultra high net worth and multi-generational families.
Is Terri Cavagnaro registered with the SEC?
Yes. Terri Cavagnaro is registered as an investment adviser representative in CA (CRD 5092009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeDora Capital manage?
DeDora Capital reports $550.7M across 1,309 accounts in assets under management.
How do I contact Terri Cavagnaro?
Through Terri's website, www.dedoracapital.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
- DeDora Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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