Shane Dennehy
CayDen Wealth Management · Broomfield, Colorado
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $21.8M across 338 accounts |
| Credentials | BFA · CFP · ChFC |
| SEC registration | Investment adviser representative in CO, FL, NC, NE, TX · CRD 5900768 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | caydenwm.com |
| Profile |
How Shane's firm compares
- Ongoing planning starts at $4,200 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Colorado median of $2,500 for fee-only firms that publish prices.
- CayDen Wealth Management's average account is about $64,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Shane
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- CayDen Wealth Management 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 21, 2026.
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