CM
CFP
CM
CFP
Cayden Mclaughlin
4 Years of Experience
Fort Lauderdale, FL
1 Disclosure
Cayden Mclaughlin is a CFP-designated registered investment advisor at Wealthadvisor365, based in Fort Lauderdale, FL, with 4 years of industry experience. Cayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.0M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 0.95% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2023Other Business Activities
Cayden is an Owner/Tax Preparer with Tampa Tax Consulting, providing tax accounting services. This activity accounts for about 10-20% of his time during trading hours.
Employment History
Current Registrations
Wealthadvisor365
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - March 2023 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
October 2021 - March 2023 · 1 yr 5 mos
Successful Portfolios LLC
February 2021 - September 2021 · 7 mos
Equitable Advisors, LLCBroker
August 2020 - September 2020 · 1 mo
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.