# Cannon Beach Financial Advisors

> Cannon Beach Financial Advisors is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 140959
- Filed as: CANNON BEACH FINANCIAL ADVISORS
- Legal name: Cannon Beach Consultants Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140959
- AdvisorCensus page: https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959

## Quick answers

**How is Cannon Beach Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cannon Beach Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Cannon Beach Financial Advisors charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $390 an hour (Financial Planning fees); Flat fee: $1,800 to $25,000 (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cannon Beach Financial Advisors located?**
Cannon Beach Financial Advisors' principal office is in San Ramon, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cannon Beach Financial Advisors registered with the SEC or a state?**
Cannon Beach Financial Advisors is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140959.

**How much does Cannon Beach Financial Advisors manage?**
Cannon Beach Financial Advisors reports $209,225,495 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Cannon Beach Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Cannon Beach Financial Advisors: Regulatory assets under management: $197,057,780 in the October 2021 data and $209,225,495 in the October 2026 data, up 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cannon Beach Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (56).

**Which custodians does Cannon Beach Financial Advisors use?**
Cannon Beach Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cannon Beach Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140959

**What changed in Cannon Beach Financial Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,709,819 to $209,225,495 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $390 an hour (Financial Planning fees)

> Our Financial Planning fees can be calculated and charged on an hourly basis, at $390 per hour. Although the length of time it will take to provide a Financial Plan

- Flat fee: $1,800 to $25,000 (Financial Planning fees)

> Our Financial Planning fees can be calculated and charged on a fixed fee basis, typically ranging from $1,800 to $25,000, depending on the specific arrangement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $209,225,495
- Discretionary: $206,753,207
- Non-discretionary: $2,472,288

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $21,818,150 |
| High net worth individuals | 56 | $187,407,345 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MA, NC, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brookline, MA
- Cary, NC

### Websites listed on Form ADV (Item 1.I)
- cannonbeachco.com
- Facebook @cannonbeachfa
- LinkedIn @10255007

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,057,780 | 2 | March 30, 2021 |
| October 2022 | $228,964,090 | 2 | March 30, 2022 |
| October 2023 | $211,542,120 | 2 | March 29, 2023 |
| October 2024 | $259,493,839 | 2 | March 28, 2024 |
| October 2025 | $175,709,819 | 2 | March 31, 2025 |
| October 2026 | $209,225,495 | 2 | March 30, 2026 |

Regulatory assets under management: $197,057,780 in the October 2021 data and $209,225,495 in the October 2026 data, up 6%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,709,819 to $209,225,495 (+19%).

### December 2025
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cannon Beach Financial Advisors (CRD 140959): Form ADV filing data as of October 2026.