Cascade Financial Partners, LLC
SEC RegisteredEmpowering Families to Achieve Financial Success
About the firm
Cascade Financial Partners is a boutique wealth management firm with a select client base, offering high-touch, holistic financial planning and investment management. The firm's name reflects its belief that wealth and financial wisdom should flow from one generation to the next. As a small, highly experienced team, they provide personalized attention and fiduciary guidance at every stage of a client's financial life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (including personal CFO support, estate planning, college and retirement planning, tax-smart strategies, and cash flow planning) and investment management (including tax-efficient portfolio design, diversified low-cost portfolios, private market access, tax-loss harvesting, asset location optimization, and tactical rebalancing).
Who they serve
Families seeking personalized, holistic wealth management across every chapter of their financial life, including those focused on building, protecting, and passing on wealth across generations.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $1,000,000 | 0.80% |
| Next $3,000,000 | 0.70% |
| Next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.40% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cascade Financial Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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