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CADENCE PLANNING
Cadence Planning helps clients protect, preserve, and propel their finances forward so they can focus on finding joy. The firm aims to give clients a safe...
Overview
Cadence Planning helps clients protect, preserve, and propel their finances forward so they can focus on finding joy. The firm aims to give clients a safe space to start and an environment where they can feel calm and confident about their future. Integrated with Lincoln Tax Professionals, Cadence Planning provides tools and resources to help clients navigate their financial journey through education and collaboration.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Frederick
Corporate office
Phoenix, AZ, United States
Principals
Matthew
advisor at Cadence Planning
Matthew Lincoln
Frequently asked questions
Does Cadence Planning manage private investments or direct deals?
Cadence Planning's investment focus is on publicly traded securities — no public disclosures indicate participation in direct private equity, venture capital, or real estate co-investments. The firm constructs portfolios using individual equities, bonds, and packaged products like mutual funds and ETFs. Allocators seeking exposure to alternative assets or direct deals will find Cadence Planning's capabilities concentrated in liquid public markets.
How does Cadence Planning charge for its services?
Cadence Planning operates on a fee-based model, charging clients a percentage of assets under management or fixed planning fees, a standard practice among fiduciary RIAs. This structure differs from commission-based brokerage models by aligning the firm's revenue with portfolio growth and client retention rather than transaction volume. Explicit fee schedules are disclosed in the firm's Form ADV Part 2A, which it must provide to prospective clients.
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