Advisor at Cain, Watters & Associates, 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.
Firm
Cain, Watters & Associates, LLC
Location
Frisco, TX 75034
Credentials
Series 66
Industry experience
4 years
Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.
Based on Cain, Watters & Associates, LLC
Based on Cain, Watters & Associates, LLC
Financial planning initial consultation fee of $10,000 (one-professional household) or $12,000 (two-professional household). Basic ERISA Plan Services fee of $300 annually ($25/month).
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001 - $20,000,000: 0.45% $20,000,001 - $25,000,000: 0.40% $25,000,001+: 0.35%
Associated Persons licensed as insurance agents earn commissions on insurance products; commissions are separate and not credited against advisory fees.
$500 per hour for out-of-scope financial planning services.
Performance-based fees charged by Sanders Morris for certain portfolios, not shared with CWA.
Account minimum: $100,000 Minimum fee: Financial planning fees range from $3,300 to $15,600 annually for a one-professional household; $10,000 for initial comprehensive planning meeting for one professional household. Fee-only: Fee-only personal financial counseling and investment advisory services. Fees are negotiable.
17 Cowboys Way, Suite 300
Frisco, TX 75034
Texas
Cain Watters & Associates, LLC
2025 - Present (1 year)
Fidelity Investments
2025 - 2025 (1 year)
Fidelity Brokerage Services LLC
2023 - 2025 (2 years)
Prudential Insurance Company of America
2021 - 2023 (2 years)
Pruco Securities, LLC.
2021 - 2023 (2 years)
InstaCart
2021 - 2021 (1 year)
DoorDash
2021 - 2021 (1 year)
Uber
2020 - 2021 (1 year)
Settlemoir CPA
2020 - 2021 (1 year)
Marleta Chadwick
2018 - 2020 (2 years)
Cotton Patch
2018 - 2018 (1 year)
UT SouthWestern
2018 - 2018 (1 year)
Full Hearts Counseling
2017 - 2021 (4 years)
Stephen F. Austin State University
2017 - 2021 (4 years)
Lazy Dog Restaurant
2017 - 2017 (1 year)
Trinity High School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
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Series 63, Series 65
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Gadiraju, Raju
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