# Cassady Wealth & Retirement Planning L.L.C.

> 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.

- CRD: 309710
- Filed as: CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Henderson, NV
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309710
- AdvisorCensus page: https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710

## Quick answers

**How is Cassady Wealth & Retirement Planning L.L.C. compensated?**
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.

**How much does Cassady Wealth & Retirement Planning L.L.C. charge?**
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.

**Where is Cassady Wealth & Retirement Planning L.L.C. located?**
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).

**Is Cassady Wealth & Retirement Planning L.L.C. registered with the SEC or a state?**
Cassady Wealth & Retirement Planning L.L.C. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 309710.

**How much does Cassady Wealth & Retirement Planning L.L.C. manage?**
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).

**How have Cassady Wealth & Retirement Planning L.L.C.'s assets and staff changed since 2024?**
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.

**What types of clients does Cassady Wealth & Retirement Planning L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (75).

**Which custodians does Cassady Wealth & Retirement Planning L.L.C. use?**
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.

**Does Cassady Wealth & Retirement Planning L.L.C. 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/309710

**Does Cassady Wealth & Retirement Planning L.L.C. state an account minimum?**
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."

**What changed in Cassady Wealth & Retirement Planning L.L.C.'s recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Las Vegas, NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> CWRP requires a minimum of $ 250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

- Flat fee: $1,995 to $3,995 (Full Financial Plan services)

> Full Financial Plan services are offered for a fixed fee of $1,995-$3,995.

- Flat fee: $4,995 (Advanced Planning services)

> Advanced Planning services are offered for a flat fee of $4,995.

- Hourly rate: $350 an hour (Hourly Consultation Services)

> Hourly Consultation Services are offered based on an hourly fee of $350 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

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: $292,084,297
- Discretionary: $248,929,004
- Non-discretionary: $43,155,293

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 380 | $175,511,517 |
| High net worth individuals | 75 | $116,572,780 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- cassadywealth.com
- Facebook @CassadyWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $105,100,000 | 4 | February 23, 2024 |
| October 2025 | $155,768,876 | 5 | June 30, 2025 |
| October 2026 | $292,084,297 | 5 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Las Vegas, NV.

### June 2026
- Regulatory assets under management went from $242,737,000 to $292,084,297 (+20%).

### April 2026
- Regulatory assets under management went from $155,768,876 to $242,737,000 (+56%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cassady Wealth & Retirement Planning L.L.C. (CRD 309710): Form ADV filing data as of October 2026.