# J Keffury

> J Keffury is a fee-only financial advisor at Cadenza Financial Planning in Eymet, France. J charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $2,400 a year and one-time plans from $750) and focuses on tax planning, estate & legacy planning and small business owners.

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

## Facts

- **Firm:** Cadenza Financial Planning
- **Based in:** Eymet, France
- **Fee model:** Percentage of assets; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $750; $300 an hour; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.2M across 23 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 6056262 (https://adviserinfo.sec.gov/individual/summary/6056262)
- **SEC registration:** Investment adviser representative in CA, NV, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cadenzafinancial.com/

## Frequently asked questions

### Is J Keffury a fee-only financial advisor?

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

### How does J charge for financial advice?

J charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does J charge?

According to Cadenza Financial Planning's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $750; $300 an hour; 1% a year on the first tier of assets managed; no asset minimum.

### Does J work with clients virtually?

Yes. Cadenza Financial Planning says on its website that it works with clients remotely.

### Where is J Keffury based?

J Keffury is based in Eymet, France.

### What does J specialize in?

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

### Is J Keffury registered with the SEC?

Yes. J Keffury is registered as an investment adviser representative in CA, NV and TX (CRD 6056262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cadenza Financial Planning manage?

Cadenza Financial Planning reports $6.2M across 23 accounts in assets under management.

### How do I contact J Keffury?

Through J's website, cadenzafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6056262): 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://cadenzafinancial.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.