Katie Hewitt is a registered investment advisor at Cascade Financial Strategies, based in Bend, OR, with 2 years of industry experience. Katie 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
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 Activities
Katie works as a bookkeeper/office manager for Intrinsitech Corporation since March 2025. This activity is not investment-related and requires minimal time outside of trading hours.
Employment History
Current Registrations
Cascade Financial Strategies
Previous Registrations
The H Group, INC.
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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