Firm
Cascade Wealth Advisors, Inc.
Wenatchee, Washington
Fee-only
Cascade Wealth Advisors, Inc. at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 114 individual clients, 82 of them high net worth.
- Its average account is about $633,000 (assets it manages divided by its 360 accounts).
- Its ongoing planning fee starts at $7,000 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Wenatchee, Washington |
|---|---|
| Website | cascade-wealth.com |
| [email protected] | |
| Phone | (509) 886-8866 |
Cascade Wealth Advisors, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,000 a year |
|---|---|
| Account minimum | $750,000 |
| How it charges | Ongoing planning fee |
In the firm's words
"we require a minimum account size of $750,000 (or a minimum annual fee of $7,000)" source
"we require a minimum account size of $750,000 (or a minimum annual fee of $7,000)" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $228 million |
| Individual clients | 32 |
| High-net-worth clients | 82 |
| Accounts managed | 360 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122620) |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 158470 |