CayDen Wealth Management

Updated today

Find your advisor

Client assets under management

$21,776,700

Clients

104

9% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$209,391

About

CayDen Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management, ongoing financial planning, and retirement plan consulting. The firm also offers tax planning and annual tax return preparation through an affiliated accounting business, and provides employee benefit plan services and participant education for employer plans.

The firm’s investment process is grounded in fundamental analysis and a preference for passive portfolio construction using index mutual funds and ETFs, with portfolios built to match each client’s investment policy and risk tolerance. Clients may receive discretionary trading and a range of planning options — from one‑time or hourly engagements to ongoing, tiered wealth management (including a digital platform for certain service tiers).

CayDen is notable for its common ownership with an accounting and tax preparation firm that provides integrated tax, bookkeeping, and tax‑filing services to advisory clients, an arrangement that creates potential referral conflicts of interest. The firm also uses client testimonials in its advertising materials, a practice that is uncommon among its supported‑firm peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

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

Occupation focus

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

Main office location

CayDen Wealth Management

8181 Arista Place, Suite 100

Broomfield CO 80021, United States

Number of offices

Most active in

Colorado · Florida · Nebraska · North Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 720-520-0826

Advisors at this firm

Daniel C

ChFC®, Series 63, Series 66

Broomfield, CO

CayDen Wealth Management

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.

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Shane D

CFP®, ChFC®, Series 63, Series 66

Broomfield, CO

CayDen Wealth Management

Shane Dennehy is a financial advisor at CayDen Wealth Management with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he is co-owner of CayDen Consulting and serves as Chief Operating Officer of Daniel Alexander Capital Inc, providing bookkeeping services. CayDen Wealth Management offers investment management and financial planning primarily to individual and high-net-worth clients, along with employee benefit and retirement-plan consulting. The firm employs a passive investment approach using diversified index funds and ETFs, combined with fundamental analysis, and provides a digital advice platform for certain client segments.

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support