Cannon Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Eagle ID
Advisors at this office
1
Most active in
California · Idaho · Maryland
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.
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