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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-24-2005
- Office Locations
- 1
Office Locations
About Cadena Financial Planning & TAX Services
Cadena Financial Planning & Tax Services is an independent, fee-only fiduciary firm in San Diego serving individuals, couples, and business owners. The practice provides hourly advice through comprehensive planning, with integrated investment management plus tax planning and preparation, alongside retirement, estate, insurance, education, and cash-flow planning. Portfolios are primarily ETF-based with a municipal bond allocation, and clients access accounts via a NetXInvestor portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 88 clients, or 88 clients per representative. That equates to $695.5K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cadena Financial Planning & TAX Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel Owen Cadena
Chief Executive Officer, Principal
- CRD
- #6727592
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,200,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cadena Financial Planning & TAX Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.