Cade Hengel
Advisor at Aspen Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Aspen Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Arvada, CO 80002
Credentials
Series 66
Industry experience
9 years
Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities from 2016 to 2020. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The six-advisor team combines fundamental research with proprietary quantitative algorithms to build diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both long-term and tactical strategies including derivatives and options.
Based on Aspen Wealth Strategies, LLC
$0 - $499,999: 1.60% annually $500,000 - $999,999: 1.40% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.70% annually $2,000,000 - $2,499,999: 0.65% annually $2,500,000 - $2,999,999: 0.45% annually $3,000,000+: Negotiable
$299/hour for standalone financial planning services
$120/month for ongoing financial planning services
Fee-only: Financial planning standalone hourly rate $299/hour; ongoing planning $120/month; wealth management and investment management fees are fee-only
8333 Ralston Road,, Suite 2
Arvada, CO 80002
Colorado
Aspen Wealth Strategies, LLC
2020 - Present (6 years)
Raymond James Financial Services Advisors INC.
2019 - 2020 (1 year)
Raymond james Financial Services, Inc.
2017 - 2020 (3 years)
Raymond james Financial Services, Inc.
2016 - 2020 (4 years)
Stonewolf Gardens
2016 - 2016 (1 year)
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