# CADENA FINANCIAL PLANNING & TAX SERVICES

CADENA FINANCIAL PLANNING & TAX SERVICES of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135892
- Type: SEC-registered investment adviser
- Location: 6540 LUSK BLVD., SUITE C-136C, SAN DIEGO, CA, 92121
- Phone: 858-437-3836
- Latest filing: 2026-01-05
- Regulatory AUM: $61.2M
- Discretionary AUM: $61.2M
- Clients: 1
- Accounts: 184

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135892/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135892/similar
- Related entities: https://search.stillhousedata.com/firm/135892/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135892

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.