Firm
Cadena Financial Planning & Tax Services
San Diego, California
Fee-only
Cadena Financial Planning & Tax Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 88 individual clients, 31 of them high net worth.
- Its average account is about $333,000 (assets it manages divided by its 184 accounts).
- Its hourly rate of $150 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | cadenafinancial.com |
| [email protected] | |
| Phone | (858) 437-3836 |
Cadena Financial Planning & Tax Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Hourly | $150 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"We also work on specific targeted areas of your finances for a rate of $150 an hour." source
"Comprehensive financial plans tend to range from $1,500 to $5,000." source
"We also work on specific targeted areas of your finances for a rate of $150 an hour." source
"Comprehensive financial plans tend to range from $1,500 to $5,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $61 million |
| Individual clients | 57 |
| High-net-worth clients | 31 |
| Accounts managed | 184 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 135892 |