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Daniel Caycedo

Advisor at CayDen Wealth Management

Updated today

Location

Broomfield, CO 80021

Credentials

ChFC®, Series 63, Series 66

Industry experience

11 years

About

Daniel Caycedo is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with CayDen Wealth Management in Broomfield, CO, where he has worked since 2019 and also serves as a director for CayDen LLC, providing part-time business consulting and bookkeeping services. His prior experience includes roles at Charles Schwab and other financial firms. CayDen Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, along with employee benefit plan and retirement-plan consulting. The firm employs a passive investment approach using diversified index funds and ETFs combined with fundamental analysis, offering tiered service levels and integrating tax preparation services through an affiliated entity.

Client services

Based on CayDen Wealth Management

Financial planning Portfolio management Pension consulting

Expertise

Based on CayDen Wealth Management

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.)

Occupation focus

Based on CayDen Wealth Management

Founder/Business Owner Retired

Fee options

Fixed

$500 to $15,000 one-time financial planning fee

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%

Project-based

$350 per hour

Subscriptions

$200 to $350 per month ongoing financial planning fee for certain services

Other

Account minimum: $250,000

Location

8181 Arista Place, Suite 100

Broomfield, CO 80021

Most active in

Colorado · Florida · Nebraska · North Carolina · Texas

Work history

CayDen Financial Inc

2025 - Present (1 year)

5280 WEALTH MANAGEMENT LLC dba CayDen Wealth Management

2019 - Present (7 years)

Daniel Alexander Capital

2019 - 2025 (6 years)

Charles Schwab Bank

2016 - 2018 (2 years)

Staffing/Employment Agencies

2015 - 2016 (1 year)

Charles Schwab

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, ChFC®, Series 63

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General retirement planning Retirement income strategy
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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Options & derivatives strategies Passive / index investing Active portfolio management
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General tax planning Wealth management Income planning Disability insurance
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Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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