Cadena Financial Planning & Tax Services

Cadena Financial Planning & Tax Services (CRD# 135892) is a financial advisory firm headquartered in San Diego, CA. They manage $17,274,429 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $174,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cadena Financial Planning & Tax Services
No Advisor Found.
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