Cascara Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cascara Financial Planning LLC advises individuals and high‑net‑worth clients, offering wealth management and both ongoing and project‑based financial planning. The firm describes investment management as part of its wealth management services and tailors planning work to areas such as retirement, tax planning, estate planning, business planning, cash‑flow and college savings.
The firm’s stated investment approach is grounded in modern portfolio theory, emphasizing strategic asset allocation and a mix of passive and active vehicles across equities, fixed income, and cash, with a long‑term orientation. Cascara also offers socially conscious investing options and evaluates mutual funds and ETFs for manager track record, holdings overlap, liquidity, and tax efficiency, and it typically trades on a custodial platform selected for execution and custody services.
Distinctive elements in the brochure include that the adviser is newly formed and operated by a single principal/CCO and currently reports no assets under management, and that, despite operating as a fee‑only manager that charges asset‑based fees, it also offers project‑based and hourly planning engagements — an arrangement that is less common among firms in its peer group. The firm further notes flexibility in delivering customized socially responsible portfolios and business‑planning services, and it states it does not accept third‑party sales compensation.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Retirement income strategy
Fee options
Fixed fees for Project-Based Financial Planning range from $5,000 to $15,000; initial fixed fee for Ongoing Financial Planning up to $1,500; ongoing fixed fees from $5,000 to $15,000 annually.
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
$275 per hour for Project-Based Financial Planning.
Fee-only: Fee-only firm, compensated solely by clients' fees, no commissions or sales-related compensation.
Main office location
Cascara Financial Planning LLC
Lake Oswego OR, United States
Number of offices
1
Most active in
Cascara Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")