Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cadence Wealth Partners provides advisory services primarily to individuals, high‑net‑worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting products such as a Business Insights report and a multi‑month Value Acceleration program. Like many peers, the firm charges asset‑based fees for ongoing portfolio management and constructs an Investment Policy Statement for each client.
The firm employs a range of analytical methods (including fundamental, quantitative, technical, charting, and modern portfolio theory) and generally pursues a long‑term trading approach, using model allocations tailored to client risk tolerance and goals. It also implements management of held‑away retirement and other custodial accounts through a third‑party platform to support tax‑efficient asset location and opportunistic rebalancing without taking custody.
Noteworthy distinctions include a recently disclosed change to its insurance activities: supervised persons are no longer licensed insurance agents and no longer receive insurance commissions, while the firm now receives a fixed $200 referral fee from an unaffiliated, licensed insurance agent for client introductions (a conflict the firm discloses). The firm also reports that an investment adviser representative is establishing a separate, unaffiliated advisory firm; Cadence has policies restricting solicitation of its clients and prohibits transferring client advisory agreements without client consent to address the related conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees between $3,000 and $50,000; Business consulting one-time fee $2,000-$10,000; Value Acceleration Program $2,000-$5,000/month for 21 months
$0 - $2,000,000: 1.50% Over $2,000,000+: 1.00%
Monthly ongoing financial planning subscription included in fixed fee structure; clients can pay ongoing monthly subscription equaling the annual planning fee
Main office
845 Church St N, Suite 205
Concord NC 28025
Advisors at this office
2
Most active in
Florida · North Carolina
Also doing business as
Cadence Wealth Partners · Cadence Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sean W
Verified by Warmer
Book time directly with this advisor
CFP®, RICP®
Concord, NC
Cadence Wealth Partners, LLC
Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he is a father first. He enjoys woodworking and playing the banjo. He also loves Gator sports, even when the teams are terrible. Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor.
Nicholas O
CFP®, Series 63, Series 65
Concord, NC
Cadence Wealth Partners, LLC
Nicholas O'kelly is a CFP® professional with three years of industry experience, currently serving at Cadence Wealth Partners, LLC. Prior to his advisory roles, he served 13 years in the United States Army. He is a board member of The Davis Focus Project, a nonprofit focused on optimizing human performance through natural mental health modalities, and an ambassador for Give an Hour, a mental health nonprofit. Cadence Wealth Partners provides advisory services primarily to individuals, high-net-worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting. The firm employs a variety of analytical methods and generally pursues a long-term trading approach tailored to client risk tolerance and goals.
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