Julie Malonzo
Julie Malonzo is a registered investment advisor at Cassady Wealth & Retirement Planning L.L.C., based in Henderson, NV, with 3 years of industry experience. Julie 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
Get directionsHistory
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
Julie is an investment advisor representative (IAR) with Cassady Wealth & Retirement Planning L.L.C. since 2025, spending about two-thirds of her time providing financial planning and investment management services. She is also a registered representative with Gradient Securities LLC since 2024, spending about a quarter of her time there, and an insurance agent since 2023, dedicating a few hours per week to that.
Employment History
Current Registrations
Cassady Wealth & Retirement Planning L.L.C.
Gradient Securities, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.