J Keffury is a registered investment advisor at Cadenza Financial Planning, based in Henderson, NV, with 11 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K+ | 0.75% |
Clients can bundle investment management with ongoing financial planning for a different fee schedule: 1.50% on the first $250,000, 1.35% on $250,001-$500,000, and 1.25% on amounts over $500,001. Under this arrangement, the ongoing financial planning fees are included, and the upfront planning fee is waived.
Fee Estimator
Location
Henderson, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is a licensed insurance agent, but no longer sells insurance products. Todd is also the beneficial owner and operator of Cadenza Tax Services LLC, a tax preparation service, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Cadenza Financial Planning
Previous Registrations
H&h Retirement Design and Management INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.