Cashman Consulting

What Cashman Consulting does

Cashman Consulting is a privately held financial services firm headquartered in Redmond, Washington. Founded in 1997 and operating with 11-50 employees, the firm provides retirement plan services alongside financial and investment advisory offerings to both individuals and businesses. The firm is positioned as a boutique advisory practice with a nearly three-decade operating history, though the source data does not document any specific service tiers, client segmentation, or scale metrics.

The firm's core service lines—retirement plan design and administration, financial planning, and investment advisory—are characteristic of an independent registered investment advisor or financial planning practice. The only product reference in the source data is "SIAP 2," which appears as a page title on the company website without any accompanying product detail, technology stack, feature description, or platform architecture. No proprietary technology, third-party integrations, AI/ML capabilities, digital onboarding tools, or platform components are documented in the available data.

The business model is consistent with fee-based financial advisory practices—typically generating revenue through advisory fees on assets under management, flat financial planning fees, or retirement plan consulting fees—but no pricing structure, fee schedules, AUM figures, client counts, segment mix, or geographic footprint are disclosed. The source data lacks information on funding history, ownership structure, leadership team, partnerships, M&A activity, certifications, or strategic initiatives, which materially limits any forward-looking assessment of the firm.

Name

Cashman Consulting

Website

https://cashmanconsulting.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Cashman Consulting is a privately held Redmond, Washington financial advisory firm founded in 1997, providing retirement plan services and investment advisory to individuals and businesses with a small 11-50 employee team.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement planning services
• Financial advisory services
• Investment advisory services
• Wealth management consulting
• Financial planning advisory

Headquarters

HQ city

Redmond

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Cashman Consulting provides retirement plans, financial advisory, and investment advisory services for individuals and businesses. Founded in 1997 and headquartered in Redmond, United States, the firm is positioned as a small advisory practice (11-50 employees) delivering retirement planning and broader wealth/investment guidance to both consumer and business clients.

Differentiator

Problem solved

Functional benefit

Products and services

• SIAP 2 SIAP 2 is listed on the Cashman Consulting website as a product/offering. No descriptive details, feature breakdown, target user, or pricing information is available in the source data beyond the page title.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Edelman Financial Engines: Financial advisory firm combining personal financial planning with investment management services. Comparable in offering financial and investment advisory to individuals and households.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting financial advisors with wealth management and retirement planning capabilities. Comparable in business model of advisor-led financial advisory.
• Mercer Advisors: National wealth management firm providing financial planning, investment advisory, and retirement services to individuals and families. Comparable service breadth in financial and investment advisory.
• Mariner Wealth Advisors: Wealth management and advisory firm offering financial planning, investment management, and retirement plan services. Comparable dual-service offering to individuals and businesses.
• OneDigital: National financial advisory firm offering retirement plan advisory alongside wealth management services to employers and individuals. Overlaps with Cashman's retirement and investment advisory offering, but at much larger scale.
• Hightower Advisors: Wealth management firm supporting independent advisors with comprehensive financial advisory services. Comparable in advisor-led boutique financial advisory model, though at much larger scale.
• Fisher Investments: Large investment management firm providing portfolio management and advisory services to individuals and institutions. Comparable as an investment advisory competitor, though significantly larger in scale.
• Cetera Financial Group: Wealth management holding company supporting independent financial advisors with retirement, investment, and financial planning services. Comparable service mix but serves a national network rather than a local clientele.

Direct peers

• CAPTRUST: National retirement plan advisory firm providing fiduciary investment advisory to plan sponsors. Directly comparable to Cashman Consulting's retirement plan advisory line of business.
• Creative Planning: Wealth management and financial planning firm offering investment advisory services to individuals and businesses. Comparable in dual retail/business clientele and integrated financial advisory offering.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cashman Consulting