Firm
Cadence Wealth Partners
Concord, North Carolina
Fee-only
Facts
| Based in | Concord, North Carolina |
|---|---|
| Website | cadencewealthpartners.com |
| [email protected] | |
| Phone | (704) 493-6919 |
Cadence Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $6,000 |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Flat fee · Percentage of assets |
In the firm's words
"$6,000 – $15,000" source
"1.5% first $1M, 1% above" source
"A fixed fee for your complete financial plan" source
"A percentage of the assets we manage for you, billed quarterly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $43 million |
| Individual clients | 80 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 329274 |