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The fee is billed in arrears and is negotiable.","source":"CASCADE ADV PART 2A - MARCH 2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cascade Financial Partners use?","answer":"Cascade Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $987M and Fidelity Investments (Boston, MA), with $377M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cascade Financial Partners have?","answer":"Cascade Financial Partners has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Cascade Financial Partners invest in?","answer":"At the end of its last fiscal year, Cascade Financial Partners’ separately managed accounts held 80% exchange-traded equities, 9% cash and equivalents, 5% state and local bonds, 2% investment grade corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","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 Cascade Financial Partners?","answer":"Cascade Financial Partners’ direct owners are Brian Krause, Jeffrey McCulloch, Darien Horton, Natalie Dewindt, Carleen Acosta and Monica Suzara, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cascade Financial Partners get paid?","answer":"Cascade Financial Partners is paid through a percentage of assets under management. 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