Jason Waugh
Jason Waugh is a CFP-designated registered investment advisor at Cassady Wealth & Retirement Planning L.L.C., based in Henderson, NV, with 6 years of industry experience. Jason 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
2400 W Horizon Ridge Pkwy, Henderson, NV, 89052
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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
Jason is an insurance agent/investment adviser representative for Cassady Wealth and Retirement Planning, LLC, spending about half his time on insurance/investment advisory services. He is also a registered representative with Gradient Securities, LLC and a chief compliance officer for Cassady Wealth and Retirement Planning, LLC, dedicating about 10-20% of his time to each role. Additionally, Jason works as a paralegal for Cassady Law Offices, focusing on estate planning and spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cassady Wealth & Retirement Planning L.L.C.
Gradient Securities, LLCBroker
State Registrations6 states
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