Jose Cadena is a registered investment advisor at Endurance Financial Planning, LLC, based in Mcallen, TX, with 5 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 596 clients with $100M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees are calculated using the average daily balance and charged quarterly in arrears. Accounts are combined to reach breakpoints. Fees may be waived or reduced at the firm's discretion for certain clients and employees.
Fee Estimator
Contact
Jose Cadena
Location
2400 N 10th St., Suite B, Mcallen, TX, 78501
Get directionsHistory
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 →Employment History
Current Registrations
Endurance Financial Planning, LLC
State Registrations2 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.
Exams
Additional Information
Jose Antonio Cadena, CFP® holds a Bachelors of Science in Biology from The University of Texas - San Antonio and holds a Doctorate of Physical Therapy from Texas State University. He completed the education portion of the CFP designation from The University of Texas - San Antonio College of Business Online CFP® Program.
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