CADENCE PLANNING, LLC

Overview

Cadence Planning, LLC is a small independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-controlled structure and charges clients either a percentage of assets under management or fixed fees. Its investment activity is centered on pooled public funds and mutual funds as the primary vehicle for implementing client strategies, with selective use of third-party real estate managers for alternative exposure. Cadence Planning does not position itself as an institutional or pension consultant and does not describe ESG integration as an active focus. Investment decision-making appears client-centric and planning-driven: portfolios are built around mutual funds and model allocations rather than extensive direct stock picking. Given the firm’s scale, emphasis is likely on tailored planning, consolidated reporting and outsourcing of specialty alternative strategies (notably real estate) to external managers rather than internal capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices