Cadenza Financial Planning

Overview

Cadenza Financial Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small business owners. It charges a mix of percentage-of-AUM, hourly and fixed fees and also engages in other financial product sales. The practice is small and single-state in scope, does not identify as an ESG investor, and does not act as a capital allocator to outside alternative managers. Investment activity centers on public-market equities with a clear preference for exchange-traded products. The firm’s advisory mandate is discretionary across its reported assets, suggesting the team constructs and manages client portfolios directly rather than only delivering plan-based recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices