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The fee is billed in advance and is negotiable.","source":"CADENCE DISCLOSURE BROCHURE AND SUPPLEMENTS, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cadence Wealth Management use?","answer":"Cadence Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $448M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cadence Wealth Management have?","answer":"Cadence Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cadence Wealth Management invest in?","answer":"At the end of its last fiscal year, Cadence Wealth Management’s separately managed accounts held 63% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cadence Wealth Management?","answer":"Cadence Wealth Management’s direct owners are Casey Clarke (50% to 75%) and Thomas Shiffer (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cadence Wealth Management get paid?","answer":"Cadence Wealth Management is paid through a percentage of assets under management and fixed fees. 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