Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Remote
Cadenza Financial Planning
Independent
Total advisors
1Clients per advisor
21 TypicalAvg AUM per client
$297,405 LowHNW client ratio
0% LowJ Keffury is the sole advisor at Cadenza Financial Planning, holding a Series 66 credential with 12 years of industry experience. His prior roles include positions at UBS Financial Services and H&H Retirement Design and Management, as well as two decades operating under Todd Keffury. Outside of advisory work, he operates Cadenza Tax Services LLC, a tax preparation firm affiliated with his practice. Cadenza Financial Planning serves individuals, high-net-worth clients, charitable trusts, family foundations, corporations, and other entities, offering discretionary portfolio management along with comprehensive financial planning on an hourly, project-based, or ongoing basis. The firm generally employs long-term, passive portfolios constructed with diversified index mutual funds and ETFs, using a mixed analysis approach and limited options strategies, and operates fully virtually with a pending SEC registration.
Based on Cadenza Financial Planning
Based on Cadenza Financial Planning
Project-based financial planning fees up to $50,000 fixed fee; upfront comprehensive planning fee $1,500 (waived under Total Management)
Negotiated annual fee generally ranging from 0.25% to 2.50% of assets under management
$300 per hour for hourly financial planning (negotiable)
Ongoing comprehensive financial planning fees ranging from $100 to $400 monthly or $300 to $1,200 quarterly
Fee-only: Financial planning fees: $1,500 upfront comprehensive planning fee (waived with Total Management); ongoing comprehensive planning fees $100 to $400 per month or $300 to $1,200 per quarter; fixed project-based planning fees up to $50,000; hourly financial planning at $300 per hour (negotiable)
California · Nevada · Texas
12 years of industry experience
Cadenza Financial Planning LLC
2021 - Present • 5 years
Henderson, NV
H&H Retirement Design and Management
2018 - 2021 • 3 years
Las Vegas, NV
UBS Financial services INC
2016 - 2017 • 1 year
Las Vegas, NV
Todd Keffury
1998 - 2018 • 20 years
Las Vegas, NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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