Firm
CayDen Wealth Management
Broomfield, Colorado
Fee-only
CayDen Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 104 individual clients, 9 of them high net worth.
- Its average account is about $64,000 (assets it manages divided by its 338 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Website | caydenwm.com |
| [email protected] | |
| Phone | (720) 520-0826 |
CayDen Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$4,200 annually" source
"Starting at $5,000" source
"Standard annual rate · From $250,000 in assets managed with CayDen" source
"Financial Freedom Blueprints are project-based planning engagements starting at $5,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 95 |
| High-net-worth clients | 9 |
| Accounts managed | 338 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 301535 |