# Daniel Cadena

> Daniel Cadena is a fee-only financial advisor at Cadena Financial Planning & Tax Services in San Diego, California, who holds the CFP credential. Daniel charges hourly fees and a one-time planning fee (one-time plans from $1,500 and $150 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/daniel-cadena/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cadena Financial Planning & Tax Services
- **Based in:** San Diego, California
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,500; $150 an hour
- **Assets under management (firm):** $61.2M across 184 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6727592 (https://adviserinfo.sec.gov/individual/summary/6727592)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.cadenafinancial.com

## Frequently asked questions

### Is Daniel Cadena a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cadena Financial Planning & Tax Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel charges hourly fees and a one-time planning fee.

### How much does Daniel charge?

According to Cadena Financial Planning & Tax Services's website, checked October 30, 2026: one-time plans from $1,500; $150 an hour.

### Where is Daniel Cadena based?

Daniel Cadena is based in San Diego, California.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Daniel Cadena hold?

Daniel Cadena holds the CFP credential.

### Is Daniel Cadena registered with the SEC?

Yes. Daniel Cadena is registered as an investment adviser representative in CA (CRD 6727592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cadena Financial Planning & Tax Services manage?

Cadena Financial Planning & Tax Services reports $61.2M across 184 accounts in assets under management.

### How do I contact Daniel Cadena?

Through Daniel's website, www.cadenafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6727592): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cadenafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.