# Cadenza Financial Planning

> Cadenza Financial Planning is a state-registered investment advisory firm in Eymet, France, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 314193
- Filed as: CADENZA FINANCIAL PLANNING
- Legal name: Cadenza Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eymet, France
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314193
- AdvisorCensus page: https://advisorcensus.com/firm/cadenza-financial-planning-eymet-314193

## Quick answers

**How is Cadenza Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Cadenza Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cadenza Financial Planning located?**
Cadenza Financial Planning's principal office is in Eymet, France, according to its Form ADV.

**Is Cadenza Financial Planning registered with the SEC or a state?**
Cadenza Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314193.

**How much does Cadenza Financial Planning manage?**
Cadenza Financial Planning reports $6,245,500 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Cadenza Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Cadenza Financial Planning 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/314193

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,245,500
- Discretionary: $6,245,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,563,394 |
| High net worth individuals | Fewer than 5 | $1,682,106 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cadenzafinancial.com
- Facebook @cadenzafinancial
- LinkedIn @cadenza-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadenza Financial Planning (CRD 314193): Form ADV filing data as of October 2026.