Cascara Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Lake Oswego OR
Advisors at this office
1
Most active in
Oregon
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
Quick links
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