Firm
Cascadia Investment Consultants
Eugene, Oregon
Fee-only
Cascadia Investment Consultants at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 17 individual clients, 5 of them high net worth.
- Its average account is about $778,000 (assets it manages divided by its 17 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Website | cascadiaconsultants.com |
| Phone | (541) 686-6164 |
Cascadia Investment Consultants fees
Cascadia Investment Consultants doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $13 million |
| Individual clients | 12 |
| High-net-worth clients | 5 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 154851 |