Daniel Cadena
Daniel Cadena is a CFP-designated registered investment advisor at Cadena Financial Planning & Tax Services, based in San Diego, CA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 88 clients with $61M 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 $1000K | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Location
6540 Lusk Blvd., Suite C-136C, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cadena Financial Planning & Tax Services
State Registrations1 state
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