Cassandra Dexter is a CFP-designated registered investment advisor at Nagel & Padilla, LLC, based in Ashland, OR, with 5 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial plans cover cash flow, spending budgets, retirement accounts, estate planning, investment accounts, tax planning, risk management, and education planning.
- After the initial plan, additional work is billed at standard hourly rates.
Location
290 N Main St, Ste 8, Ashland, OR, 97520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nagel & Padilla, LLC
State Registrations1 state
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