Cassady Wealth & Retirement Planning L.L.C.
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About
Cassady Wealth & Retirement Planning serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and retirement plans, delivering discretionary and non‑discretionary asset management, comprehensive and hourly financial planning, advanced estate/advanced planning, and ERISA 3(21) and 3(38) retirement-plan services. The firm also offers managed account solutions through SEI’s programs and supports portfolio implementation and ongoing monitoring for roughly 455 clients with about $292 million in reported assets under management across a five-advisor team.
Portfolios and plans are built to each client’s goals, time horizon, and risk tolerance, using fundamental analysis and a mix of long‑ and short‑term strategies, with documented investment policy statements and regular account reviews for rebalancing and tax-loss harvesting opportunities. CWRP provides both model-driven solutions via SEI’s mutual fund and managed-account models and the option of custom allocations, and it delivers financial plans that range from focused hourly consultations to advanced, attorney‑coordinated estate strategies.
The firm’s structure is a distinguishing feature: principals and staff maintain material affiliations outside the advisory business, including an affiliated law practice (with an attorney principal and paralegals on the team) and registrations as representatives of Gradient Securities, LLC and as insurance agents. Those relationships enable in‑house legal, brokerage, and insurance services and are disclosed in the brochure as potential conflicts of interest that the firm says it manages through disclosures, procedures, and its fiduciary obligations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Full financial plan fee ranges from $1,995 to $3,995; Advanced planning flat fee $4,995; additional planning areas $500 each.
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: 0.90% annually
Investment Advisor Representatives receive commissions as registered representatives and insurance agents; external compensation from sales of investment and insurance products.
Financial planning hourly consultation charged at $350 per hour.
Account minimum: $250,000
Main office
2400 W Horizon Ridge Pkwy
Henderson NV 89052
Advisors at this office
5
Most active in
Arizona · California · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
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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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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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.
Quick links
Advisors at this firm
Parker S
Series 66
Henderson, NV
Cassady Wealth & Retirement Planning L.L.C.
Parker Schmidt is an associate advisor at Cassady Wealth & Retirement Planning L.L.C. with one year of industry experience. He serves as Director of Finances for Estate Home Management, a luxury property management firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary asset management, comprehensive financial planning, advanced estate planning, and ERISA retirement-plan services. The firm manages approximately $292 million in assets across about 455 clients through a team of five advisors.
Jasen C
CFP®, Series 63
Henderson, NV
Cassady Wealth & Retirement Planning L.L.C.
Jasen Cassady is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding the CFP® and Series 63 designations with 20 years of industry experience. He also operates Cassady Law Offices, providing legal services since 2002. Cassady serves as principal and CEO at his firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $292 million in assets for around 455 clients. The firm offers discretionary and non-discretionary asset management, financial planning, advanced estate planning, and ERISA retirement-plan services, using a combination of fundamental analysis, model-driven solutions, and custom allocations tailored to clients’ goals.
Julie M
Series 66
Henderson, NV
Cassady Wealth & Retirement Planning L.L.C.
Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.
Sean Y
Series 63, Series 66
Henderson, NV
Cassady Wealth & Retirement Planning L.L.C.
Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. In addition to his advisory role, he maintains a paralegal position at Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm uses fundamental analysis and customized strategies aligned with client goals and risk tolerance, supporting about 455 clients with nearly $292 million in assets across a five-advisor team.
Jason W
CFP®, Series 63, Series 65
Henderson, NV
Cassady Wealth & Retirement Planning L.L.C.
Jason Waugh is a CFP® with six years of experience in financial advising at Cassady Wealth & Retirement Planning L.L.C. He has worked with Cassady Law Offices since 2023 and previously held positions at Medical Innovations and Young Life Las Vegas. Waugh also contributes to estate planning in a paralegal capacity. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, comprehensive financial planning, and advanced estate and retirement-plan services. The firm uses fundamental analysis alongside long- and short-term strategies, providing both model-driven and custom portfolio solutions for approximately 455 clients with $292 million under management.
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