Kaleb Paddock is a CFP-designated registered investment advisor at Ten Talents Financial Planning LLC, based in Parker, CO, with 9 years of industry experience. Kaleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable for assets over $2,500,000. For clients with over $1,000,000 being managed, the fixed financial planning fee may be waived.
Fee Estimator
Location
11479 S Pine Dr., Parker, CO, 80134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ten Talents Financial Planning LLC
Previous Registrations
Aspiriant, LLC
Stanford Investment Group, INC.
State Registrations3 states
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