Top financial advisors in Wenatchee, WA
We’ve curated a list of the best financial advisors in Wenatchee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$109,643,394
Number of advisors
2 advisors
| $109,643,394 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wenatchee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wenatchee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cascade Wealth Advisors, Inc
Cascade Wealth Advisors, Inc. is a registered investment adviser located in Wenatchee, Washington, providing investment advisory services since 2012. The firm offers financial planning and consulting services covering various areas such as investment planning, retirement planning, estate planning, and more. Cascade Wealth Advisors also provides discretionary portfolio management services tailored to meet clients' needs and investment objectives. The firm's investment strategies are based on Modern Portfolio Theory and data from industry providers like Morningstar and Standards & Poor's. Clients can choose from three core portfolio allocations: Conservative, Moderate, and Aggressive, each designed for different investment timelines and risk tolerances. The firm charges up to 1% per annum for portfolio management services, with fees payable quarterly based on asset value tiers. Clients may also opt for fixed fees based on asset value or time expended for financial planning and consultation services. Cascade Wealth Advisors acts as a fiduciary, operating under a special rule to act in clients' best interests. The firm does not charge performance-based fees and requires a minimum account size of $500,000 or a flat fee minimum of $5,000 annually. Clients receive regular account statements and performance reports, and the firm has a Business Continuity Plan in place for disaster recovery. Additionally, Cascade Wealth Advisors maintains an information security program and a Privacy Policy to protect clients' personal and confidential information.
$109,643,394 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wenatchee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wenatchee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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