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CASCADE WEALTH ADVISORS, INC

Financial Advisor serving Wenatchee, Washington · 1 of 3 financial advisors in the area

📍 135 S WORTHEN ST, WENATCHEE, WA 98801
📞 (509) 886-••••
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📍 135 S WORTHEN ST, WENATCHEE, WA 98801

About CASCADE WEALTH ADVISORS, INC

CASCADE WEALTH ADVISORS, INC is a financial advisor located in Wenatchee, Washington. As a local financial advisor, they serve Wenatchee and surrounding communities in Washington. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Wenatchee should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Wenatchee

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Wenatchee may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Wenatchee

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Wenatchee?
Financial Advisors in Wenatchee typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Wenatchee?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Wenatchee to choose from.
Does CASCADE WEALTH ADVISORS, INC offer free quotes?
Contact CASCADE WEALTH ADVISORS, INC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Wenatchee

Cordell, Neher & Company PLLC

175, East Penny Road, Wenatchee, WA, 98801

Country Financial

224 South Mission Street, Wenatchee, WA, 98801