Donald W. Cash & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients, offering personalized financial planning and consulting alongside co-advisory services with third‑party money managers. Typical planning topics include cash‑flow and tax analysis, retirement and estate planning, insurance review, and assistance with third‑party manager paperwork and periodic account reviews.
Investment advice is delivered through third‑party managers (Matson Money and Focus Partners) that implement Modern Portfolio/Efficient Market allocation models with periodic rebalancing; those managers have discretionary trading authority while the firm does not custody client assets or accept discretionary trading. The firm bills planning work on a fixed or hourly basis and receives co‑advisory fees remitted from the third‑party platforms rather than executing and managing client accounts directly.
Noteworthy differences from many solo independent advisers include the managing member’s separate activities as a licensed insurance producer and affiliated insurance entities, which the brochure discloses as a potential conflict that is addressed by firm procedures and client disclosures. The firm’s role as a co‑advisor (rather than a direct portfolio manager or custodian), its policy not to vote proxies on client holdings, and its no‑minimum account approach are operational features that distinguish it from peers that more commonly provide direct portfolio management.
Client services
Expertise
Fee options
Financial planning services offered on a negotiable fixed fee basis, maximum $5,000
$0 - $500,000: 1.40% total annual fee (0.90% DWCA + 0.50% FPAS) $500,000.01 - $1,000,000: 1.15% total annual fee (0.90% DWCA + 0.25% FPAS) $1,000,000.01 - $5,000,000: 1.10% total annual fee (0.90% DWCA + 0.20% FPAS) $5,000,000.01+: 1.05% total annual fee (0.90% DWCA + 0.15% FPAS)
$500 per hour for financial planning services
Fee-only: Financial planning services charged as negotiable fixed fees up to $5,000 or hourly fee of $500 per hour
Main office
331 Newman Springs Road, Building #1, 4th Floor, Suite 143
Red Bank NJ 07701
Advisors at this office
1
Most active in
New Jersey
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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