Cadena Financial Planning & Tax Services offers financial and tax planning services to individuals, couples, and business owners. Services include retirement planning, investment management, tax planning, estate planning, education planning, and cash flow analysis. Cadena Financial Planning & Tax Services is a fee-only firm, meaning it does not receive commissions from the sale of any products.
Assets Under Management$61M
Clients88
Advisors1
Avg. per Client$700K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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