Cannon Wealth Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,292,574
Clients
27
37% high-net-worth
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
27
TypicalAverage account size
$455,281
About
Cannon Wealth Group LLC provides fee-based financial planning and investment management to individuals, high‑net‑worth clients, and retirement plans. Services described in the brochure include discretionary and non‑discretionary asset management, financial planning and consulting, qualified plan consulting, and educational seminars.
The firm’s investment process uses fundamental analysis for securities and planning work and technical analysis for review of mutual funds and individual stocks, with client objectives documented in an Investment Policy Statement and periodic account reviews. It offers ongoing portfolio monitoring and ad hoc plans or hourly work as needed, and delivers account statements and performance reports at least quarterly.
A distinctive feature of the firm is its pension consulting practice: it provides ERISA services both as a limited‑scope 3(21) advisor and, when engaged, as a discretionary 3(38) investment manager, plus quarterly plan reviews and participant education — capabilities that are relatively uncommon among independent peers. The firm also discloses that it does not sell commissioned insurance or annuities and does not act as a custodian, and it sets out procedures to manage conflicts of interest such as those related to personal trading and soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Equity compensation tax strategy
Fee options
Flat fees between $1,000 and $10,000 for financial planning based on complexity and client needs.
$0 - $5,000,000: 1.0% annually for equity portfolio, 0.40% annually for fixed income portfolio, 1.0% annually for qualified plan consulting $5,000,001 - $10,000,000: 0.80% annually for equity portfolio, 0.35% annually for fixed income portfolio, 0.80% annually for qualified plan consulting $10,000,001+: 0.60% annually for equity portfolio, 0.30% annually for fixed income portfolio, 0.60% annually for qualified plan consulting
Negotiable hourly rate of $250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Financial planning hourly rate of $250 per hour; fixed fees ranging between $1,000 and $10,000 based on plan complexity; fee waived if plan implemented with CWG.
Main office location
Cannon Wealth Group LLC
Eagle ID, United States
Number of offices
2
Most active in
Cannon Wealth Group LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Maryland
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.
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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
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