Cassandra Smalley Wealth Management
Seminole, Florida
Cassandra Smalley Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 16 of them high net worth.
- Its average account is about $307,000 (assets it manages divided by its 119 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Seminole, Florida |
|---|---|
| Website | cassandrasmalley.com |
| [email protected] | |
| Phone | (727) 433-8320 |
Questions about Cassandra Smalley Wealth Management
How much does Cassandra Smalley Wealth Management charge?
Cassandra Smalley Wealth Management publishes these prices: ongoing planning: from $9,000 a year; one-time plan: from $2,500; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Cassandra Smalley Wealth Management have an account minimum?
Yes. Cassandra Smalley Wealth Management states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Cassandra Smalley Wealth Management paid?
Cassandra Smalley Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Cassandra Smalley Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Cassandra Smalley Wealth Management.
What is the average account at Cassandra Smalley Wealth Management?
Cassandra Smalley Wealth Management's average account is about $307,000. That's the assets on its Form ADV divided by its 119 accounts.
What does Cassandra Smalley Wealth Management specialize in?
Cassandra Smalley Wealth Management's advisors and website list tax planning, retirement planning, estate & legacy planning and small business owners.
Is Cassandra Smalley Wealth Management accepting new clients?
Yes, according to Cassandra Smalley Wealth Management's website, checked October 28, 2026.
Does Cassandra Smalley Wealth Management work with clients virtually?
Yes. Cassandra Smalley Wealth Management's website says it works with clients virtually.
Cassandra Smalley Wealth Management 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 $9,000 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our annual fee starts at $9,000." source
"$2,500 Initial Onboarding Fee due upfront" source
"1% on assets < $1,000,000" source
"0.50% - 1% annual advisory fee." 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 | $37 million |
| Individual clients | 16 |
| High-net-worth clients | 16 |
| Accounts managed | 119 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 323176 |
Advisors at this firm (1)
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