Stephen Warren
Causey Wealth · Greenwood Village, Colorado
Stephen Warren is a fee-only financial advisor at Causey Wealth in Greenwood Village, Colorado. Causey Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Causey Wealth |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $393.2M across 585 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7709993 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.causeywealth.com |
How Stephen's firm compares
- Causey Wealth's average account is about $672,000, from its Form ADV (assets managed divided by 585 accounts).
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Questions about Stephen
Is Stephen Warren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Causey Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Causey Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Warren based?
Stephen Warren is based in Greenwood Village, Colorado.
Is Stephen Warren registered with the SEC?
Yes. Stephen Warren is registered as an investment adviser representative in CO (CRD 7709993), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Causey Wealth manage?
Causey Wealth reports $393.2M across 585 accounts in assets under management.
How do I contact Stephen Warren?
Through Stephen's website, www.causeywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Causey Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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