Cadenza Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,245,500
Clients
21
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$297,405
About
The firm provides discretionary portfolio management and a range of financial planning services to U.S.-based individuals and various entities, including high-net-worth individuals, trusts, foundations, and business clients. Services include ongoing comprehensive planning, hourly and project-based engagements, and personal tax return preparation facilitated through a related tax-preparation entity.
Investment strategy is primarily passive, with diversified allocations built from index funds and ETFs and occasional, limited use of options (covered calls, cash-secured puts, protective puts) when aligned with a client’s profile. The advisory relationship is conducted virtually via secure digital platforms, with recommendations and investment restrictions tailored to each client’s goals and documented in writing.
Compared with many independent advisors, the firm’s brochure discloses an affiliated tax-preparation business and a maintained insurance license used solely for advising on protection planning—features that are less common among peers. The firm also emphasizes virtual-only client interactions (maintaining a physical office only for regulatory purposes), does not aggregate trades, and disclaims third-party sales compensation or product commissions.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
Active portfolio management
Passive / index investing
Options & derivatives strategies
General tax planning
Fee options
Project-based financial planning fees typically range from $750 to $5,000; half due at start, remainder upon completion.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001+: 0.75%
$300 per hour for hourly financial planning engagements.
Ongoing comprehensive financial planning monthly or quarterly fees: $100–$400 per month or $300–$1,200 per quarter, depending on complexity; includes a one-time upfront fee of $1,200 for onboarding and initial plan development.
Fee-only: Hourly financial planning at $300 per hour; fees may be negotiable.
Main office location
Cadenza Financial Planning
Henderson NV, United States
Number of offices
1
Most active in
Cadenza Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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