John Schniepp is a CFP, ChFC-designated registered investment advisor at Cascade Financial Strategies, based in Bend, OR, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
243 Scalehouse Loop, 1A, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cascade Financial Strategies
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley
State Registrations3 states
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