Cayden Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Based Financial Planning fee is also offered in the form of hourly engagements at a rate of $350 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“Generally, our fees are charged on a fixed fee basis; while most plans range from $500 to $15,000 depending on the breadth of services provided, the complexity of the client's situation, and the advisor or advisor’s representative(s) providing services.”

Monthly fee

$150/mo

“CWM also charges an Administration fee for co-fiduciary services, as noted in Item 4, of $1,800 per year, paid monthly in arrears at $150 per month.”

Annual fee

$1,800/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cayden Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are annualized and applied monthly in arrears, based on the number of calendar days in a month.”
• “These fees are negotiable at CWM’s discretion.”
• “The annual fees for Investment Management clients above $250,000 are negotiable, prorated and paid in arrears on a monthly basis.”

How Cayden Wealth Management’s fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Broomfield that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Colorado median of $5,250. 71% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Broomfield that publish a flat or project fee charge less.
• Its annual fee of $1,800 is below the Colorado median of $7,750. 9% of the 57 other Colorado planners that publish an annual fee charge less.
• 1 of the 3 other planners in Broomfield that publish an annual fee charge less.

About Cayden Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

104

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$21,776,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301535

Website

5280wealthmanagement.com (opens in new tab)

Phone

(720) 520-0826

Can advise clients in 4 states: Colorado, Florida, North Carolina, Nebraska

Other planners in Broomfield that publish fees

• Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
• Cultivate Wealth PartnersBroomfield$2,000⁠-⁠$20,000
• James Morgan Asset Management, LLCBroomfield$175/hr, $1,500⁠-⁠$3,500
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600
• Peacock Financial, LLCBroomfield$175/hr

Compare all 11 planners in Broomfield