# Shane Dennehy

> Shane Dennehy is a fee-only financial advisor at CayDen Wealth Management in Broomfield, Colorado, who holds the BFA, CFP and ChFC credentials. Shane charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $5,000) and focuses on tax planning, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/shane-dennehy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** CayDen Wealth Management
- **Based in:** Broomfield, Colorado
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $5,000; 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.8M across 338 accounts
- **Credentials:** BFA, CFP, ChFC
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners, Equity compensation
- **Works with:** Early-career professionals
- **CRD:** 5900768 (https://adviserinfo.sec.gov/individual/summary/5900768)
- **SEC registration:** Investment adviser representative in CO, FL, NC, NE, TX
- **Exams passed:** Series 63 (2014), Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://caydenwm.com

## Frequently asked questions

### Is Shane Dennehy a fee-only financial advisor?

Yes. Shane Dennehy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shane's firm.

### How does Shane charge for financial advice?

Shane charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Shane charge?

According to CayDen Wealth Management's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $5,000; 1.25% a year on the first tier of assets managed.

### Where is Shane Dennehy based?

Shane Dennehy is based in Broomfield, Colorado.

### What does Shane specialize in?

Shane's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and equity compensation. Shane works with early-career professionals.

### What credentials does Shane Dennehy hold?

Shane Dennehy holds the BFA, CFP and ChFC credentials.

### Is Shane Dennehy registered with the SEC?

Yes. Shane Dennehy is registered as an investment adviser representative in CO, FL, NC, NE and TX (CRD 5900768), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does CayDen Wealth Management manage?

CayDen Wealth Management reports $21.8M across 338 accounts in assets under management.

### How do I contact Shane Dennehy?

Through Shane's website, caydenwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49285): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.caydenwm.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.