Daniel Cadena
Cadena Financial Planning & Tax Services · San Diego, California
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.
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Specialties
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 | $61.2M across 184 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6727592 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cadenafinancial.com |
How Daniel's firm compares
- A one-time plan starts at $1,500, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $150, below the California median of $300 for fee-only firms that publish prices.
- Cadena Financial Planning & Tax Services's average account is about $333,000, from its Form ADV (assets managed divided by 184 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Cadena Financial Planning & Tax Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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