Cayden McLaughlin
Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early
WealthAdvisor365 · Fort Lauderdale, Florida
Cayden McLaughlin is a fee-only financial advisor at WealthAdvisor365 in Fort Lauderdale, Florida, who holds the CFP credential. Cayden charges a one-time planning fee, a subscription, a flat fee or retainer and a percentage of assets (one-time plans from $1,000 and 1.25% a year on the first tier of assets managed) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
About
I help business owners turn their entrepreneurial success into lasting wealth—without overpaying on taxes or guessing what to do next.
Most advisors either know investments or taxes, but rarely both. Before starting my firm, I worked at Fidelity Investments and Intuit TurboTax, helping 5,000+ households with their finances. I saw what breaks when planning and taxes don't coordinate, so I started WealthAdvisor365 to fix that gap.
I work with self-employed individuals who want clear answers about where their money should go, how much tax they should actually pay, and what happens when they're ready to step back. No fluff. No product pushing. Just integrated planning that accounts for how your business and personal finances actually work together.
Feel free to connect. Always happy to talk shop or point you toward someone better suited if I'm not the right fit.
Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist Text Me: (954) 475-2490 [email protected]
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Exit Planning
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Individual Tax Services
- Portfolio Management
Facts
| Firm | WealthAdvisor365 |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model | One-time planning fee · Subscription · Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | One-time plans from $1,000 · 1.25% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2023 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Active management · Passive management · Blend of both |
| SEC registration | Investment adviser representative in FL · CRD 7265681 |
| Exams passed | Series 65 (2020) · Series 63 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | wealthadvisor365.com |
| Profile |
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Questions about Cayden
Is Cayden McLaughlin a fee-only financial advisor?
Yes. Cayden McLaughlin is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cayden's firm.
How does Cayden charge for financial advice?
Cayden charges a one-time planning fee, a subscription, a flat fee or retainer and a percentage of assets.
How much does Cayden charge?
According to WealthAdvisor365's website, checked October 28, 2026: one-time plans from $1,000; 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Cayden McLaughlin based?
Cayden McLaughlin is based in Fort Lauderdale, Florida.
What does Cayden specialize in?
Cayden's specialties include small business owners, retirement planning, family wealth transfer, tax planning and founders (pre-exit). Cayden works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.
What credentials does Cayden McLaughlin hold?
Cayden McLaughlin holds the CFP credential.
Is Cayden McLaughlin registered with the SEC?
Yes. Cayden McLaughlin is registered as an investment adviser representative in FL (CRD 7265681), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does WealthAdvisor365 manage?
WealthAdvisor365 reports Under $25M in assets under management.
How do I contact Cayden McLaughlin?
Through Cayden's website, wealthadvisor365.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- WealthAdvisor365 website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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