Jose Cadena
Endurance Financial Planning · Mcallen, Texas
Jose Cadena is a fee-only financial advisor at Endurance Financial Planning in Mcallen, Texas. Endurance Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Endurance Financial Planning |
|---|---|
| Based in | Mcallen, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.8M across 1,364 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7380113 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/rosa-ybarra |
How Jose's firm compares
- Endurance Financial Planning's average account is about $75,000, from its Form ADV (assets managed divided by 1,364 accounts).
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Questions about Jose
Is Jose Cadena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Endurance Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Endurance Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jose Cadena based?
Jose Cadena is based in Mcallen, Texas.
Is Jose Cadena registered with the SEC?
Yes. Jose Cadena is registered as an investment adviser representative in CA and TX (CRD 7380113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endurance Financial Planning manage?
Endurance Financial Planning reports $101.8M across 1,364 accounts in assets under management.
How do I contact Jose Cadena?
Through Jose's website, www.feeonlynetwork.com/financial-advisor/rosa-ybarra.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mcallen
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
- 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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