{
  "crd_number": 309710,
  "slug": "cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710",
  "primary_business_name": "CASSADY WEALTH & RETIREMENT PLANNING L.L.C.",
  "legal_name": "CASSADY WEALTH & RETIREMENT PLANNING L.L.C.",
  "dbas": [],
  "city": "Henderson",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 292084297.0,
  "raum_discretionary": 248929004.0,
  "raum_non_discretionary": 43155293.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 175511517.0,
      "count": 380
    },
    "high_net_worth_individuals": {
      "raum": 116572780.0,
      "count": 75
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NV",
    "TX"
  ],
  "websites": [
    "https://cassadywealth.com",
    "https://facebook.com/CassadyWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309710",
  "city_as_filed": "HENDERSON",
  "url": "https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710",
  "display_name": "Cassady Wealth & Retirement Planning L.L.C.",
  "summary": "Cassady Wealth & Retirement Planning L.L.C. is an SEC-registered investment advisory firm in Henderson, NV, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Cassady Wealth & Retirement Planning L.L.C. (CRD 309710): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cassady Wealth & Retirement Planning L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cassady Wealth & Retirement Planning L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Cassady Wealth & Retirement Planning L.L.C. charge?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 states: Flat fee: $1,995 to $3,995 (Full Financial Plan services); Flat fee: $4,995 (Advanced Planning services); Hourly rate: $350 an hour (Hourly Consultation Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cassady Wealth & Retirement Planning L.L.C. located?",
      "a": "Cassady Wealth & Retirement Planning L.L.C.'s principal office is in Henderson, NV, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cassady Wealth & Retirement Planning L.L.C. registered with the SEC or a state?",
      "a": "Cassady Wealth & Retirement Planning L.L.C. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 309710."
    },
    {
      "q": "How much does Cassady Wealth & Retirement Planning L.L.C. manage?",
      "a": "Cassady Wealth & Retirement Planning L.L.C. reports $292,084,297 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (85% discretionary)."
    },
    {
      "q": "How have Cassady Wealth & Retirement Planning L.L.C.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Cassady Wealth & Retirement Planning L.L.C.: Regulatory assets under management: $105,100,000 in the October 2024 data and $292,084,297 in the October 2026 data, up 178%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cassady Wealth & Retirement Planning L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (75)."
    },
    {
      "q": "Which custodians does Cassady Wealth & Retirement Planning L.L.C. use?",
      "a": "Cassady Wealth & Retirement Planning L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cassady Wealth & Retirement Planning L.L.C. report any disciplinary disclosures?",
      "a": "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/309710"
    },
    {
      "q": "Does Cassady Wealth & Retirement Planning L.L.C. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 says: \"CWRP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Cassady Wealth & Retirement Planning L.L.C.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its office addresses in Las Vegas, NV."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 105100000.0,
      "total_employees": 4,
      "filing_date": "2024-02-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 155768876.0,
      "total_employees": 5,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 292084297.0,
      "total_employees": 5,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its office addresses in Las Vegas, NV."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $242,737,000 to $292,084,297 (+20%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $155,768,876 to $242,737,000 (+56%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,995 to $3,995 (Full Financial Plan services)",
      "Flat fee: $4,995 (Advanced Planning services)",
      "Hourly rate: $350 an hour (Hourly Consultation Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "CWRP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,995 to $3,995 (Full Financial Plan services)"
        ],
        "quotes": [
          "Full Financial Plan services are offered  for a fixed fee of $1,995-$3,995."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $4,995 (Advanced Planning services)"
        ],
        "quotes": [
          "Advanced Planning services are offered for a flat fee of $4,995."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (Hourly Consultation Services)"
        ],
        "quotes": [
          "Hourly Consultation Services are offered based on an hourly fee of $350 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1995.0,
          "max": 3995.0,
          "period": "one_time",
          "service": "Full Financial Plan services"
        },
        {
          "kind": "flat",
          "amount": 4995.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Advanced Planning services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly Consultation Services"
        }
      ]
    },
    "quotes": [
      "CWRP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.",
      "Full Financial Plan services are offered  for a fixed fee of $1,995-$3,995.",
      "Advanced Planning services are offered for a flat fee of $4,995.",
      "Hourly Consultation Services are offered based on an hourly fee of $350 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "SEI Private Trust Company",
      "name_as_filed": "SEI PRIVATE TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 380,
      "fewer_than_5": false,
      "raum": 175511517.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 116572780.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309710",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}