C
Cadence Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,001,493
Total clients
11
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$1,091,045
Client services
Financial planning
Portfolio management
Fee options
Financial Review fixed fee of $1,750 (half due at appointment booking, half at meeting)
Net Worth < $1,000,000 - $1,000,000: $7,000 - $8,000 fixed annual fee $1,000,000 - $3,000,000: $8,000 plus 0.5% of net worth in excess of $1,000,000 annually $3,000,000+: $18,000 plus 0.4% of net worth in excess of $3,000,000 annually
Hourly rate of $250 for extended Financial Review services beyond initial scope
Account minimum: No minimum net-worth or asset requirements; however, a minimum fee of $7,000 is charged Minimum fee: Minimum fee of $7,000 annually for Total Financial Planning engagement Fee-only: Fee-only financial planning firm; no commissions or third-party fees accepted
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cadence Planning, LLC
5205 Chairmans Ct, Suite 204
Frederick MD 21703, United States
Number of offices
2
Forms ADV
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