# Cadence Planning, LLC

> Cadence Planning, LLC is a state-registered investment advisory firm in Frederick, MD, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 319663
- Filed as: CADENCE PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frederick, MD
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319663
- AdvisorCensus page: https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663

## Quick answers

**How is Cadence Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cadence Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cadence Planning, LLC located?**
Cadence Planning, LLC's principal office is in Frederick, MD, according to its Form ADV.

**Is Cadence Planning, LLC registered with the SEC or a state?**
Cadence Planning, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319663.

**How much does Cadence Planning, LLC manage?**
Cadence Planning, LLC reports $12,001,493 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Cadence Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Cadence Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319663

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,001,493
- Discretionary: $12,001,493
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $4,254,388 |
| High net worth individuals | 5 | $7,747,105 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadence Planning, LLC (CRD 319663): Form ADV filing data as of October 2026.