J Keffury
Cadenza Financial Planning · Eymet, France
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 23 accounts |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6056262 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cadenzafinancial.com |
| Profile |
How J's firm compares
- Ongoing planning starts at $2,400 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $750, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Cadenza Financial Planning's average account is about $272,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about J
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.
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
- Cadenza Financial Planning 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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