Jasen Cassady
Jasen Cassady is a CFP-designated registered investment advisor at Cassady Wealth & Retirement Planning L.L.C., based in Las Vegas, NV, with 19 years of industry experience. Jasen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 230 clients with $160M 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 - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The maximum fee for all charitable accounts will be a fee of no more than 1.0% annually.
Fee Estimator
Location
10799 W. Twain Avenue, Las Vegas, NV, 89135
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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 →Other Business ActivitiesSells Insurance
Jasen is an attorney at Cassady Law Offices, spending about a quarter of his time there. He is also an insurance agent/investment adviser representative/CEO/principal at Cassady Wealth & Retirement Planning, LLC, dedicating a few hours per week to fixed insurance sales and securities/advisory business, and a registered representative with Gradient Securities, LLC, spending about 10-20% of his time on securities sales. Jasen also manages several LLCs related to real estate and money lending.
Employment History
Current Registrations
Cassady Wealth & Retirement Planning L.L.C.
Gradient Securities, LLCBroker
Previous Registrations
Cassady Wealth Management LLC
H.D. Vest Investment ServicesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.