Firm
Cadenza Financial Planning
California
Fee-only
Cadenza Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 21 individual clients.
- Its average account is about $272,000 (assets it manages divided by its 23 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the California median of $6,000.
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | California |
|---|---|
| Website | cadenzafinancial.com |
| Phone | (702) 265-6752 |
Cadenza Financial Planning 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $750 |
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Ongoing Financial Plan – $200-$400/month" source
"One-Time Financial Plan – $750-$5,000" source
"Hourly Planning – $300/hour" source
"Tiered pricing starts at 1.00% of assets under management per year." 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 | $6 million |
| Individual clients | 21 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-137629) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 314193 |