Scott Blaesing is a CFP-designated registered investment advisor at Cascade Wealth Advisors, INC, based in Wenatchee, WA, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 115 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $7.0M | 0.35% |
| $7M+ | 0.00% |
For clients with over $7,000,000, the fee is a flat $8,750 per quarter ($35,000 annually). Fees may be negotiable in special circumstances.
Fee Estimator
Contact
Scott Blaesing
Location
135 S Worthen St, Suite 300, Wenatchee, WA, 98801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Scott is a principal at Cascade Tax & Accounting, a certified public accounting firm, since 2010. He dedicates about half of his time to tax, accounting, and business consulting duties.
Employment History
Current Registrations
Cascade Wealth Advisors, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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