Cadence Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Additionally, the Advisor requires a one-time initial fee ranging from $1,500 to $5,000 for the development of an initial financial plan for all new wealth management Clients, payable upon completion of the plan.”

Monthly fee

$150⁠-⁠$500/mo

“Fees for ongoing financial planning services are offered for a fixed annual fee, payable monthly, at a rate ranging from $150 to $500 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cadence Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Wealth management fees are paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Cadence Financial Advisors, LLC’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Texas median of $3,850. 45% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Allen that publish a flat or project fee charge less.

About Cadence Financial Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$7,500 minimum fee (stated in brochure)

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141807

Website

cadenceadvisors.com (opens in new tab)

Phone

(972) 440-1195

Other planners in Allen that publish fees

• High Flight Financial LLCAllen$200⁠-⁠$400/hr
• Maguire Stewardship PartnersAllen$1,000⁠-⁠$5,000, $100⁠-⁠$500/mo
• Money Calculus LLCAllen$300/hr
• Monument Retirement & Wealth Advisory, LLCAllen$100⁠-⁠$2,500
• Think Different Wealth Advisors LLCAllen$250⁠-⁠$500/hr, $1,000⁠-⁠$5,000
• Velaga AdvisorsAllen$300/hr, $3,000⁠-⁠$5,000

Compare all 13 planners in Allen