5.0
Average rating
3
Client Reviews
0.45% to 1.25%
Percentage of Assets (AUM)
$250K
Minimum Investible Assets
$200K
Minimum Annual Income
What Our Clients Say
5.0
3 Client Reviews
Megan Crean
July 30, 2025
Current client since 2023
5.0
Reason for working with Cayden McLaughlin, CFP, EA
Cayden was originally suggested by my financial advisor. We have continued our working relationship since then.
Experience working with Cayden McLaughlin, CFP, EA
I find Cayden extremely knowledgeable, and appreciate that he works in a timely manner. He goes the extra mile in discussions regarding my career and different ways I can prosper further.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Anthony Strunz
August 1, 2025
Current client since 2024
5.0
Reason for working with Cayden McLaughlin, CFP, EA
It was a no brainer, Cayden helped me organize and deliver on my business and individual taxes.
Experience working with Cayden McLaughlin, CFP, EA
Exceptional. Cayden is organized, comes to every meeting prepared and has presented a solid plan of actionables that will allow me to reach my financial goals.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$250,000
Minimum Annual Income
$200,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Cash Flow Planning
✔ Exit Planning
✔ Financial Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Retirement Planning
✔ Tax Strategy
✔ Wealth Management
✔ Individual Tax Services
✔ Portfolio Management
Our Ideal Client Profile
- Comfortable meeting virtually and accessing documents online - Wants planning, investments, and taxes coordinated at one firm
- Open to recommendations that challenge current approaches
- Acts on advice in a timely manner (doesn't let strategies sit for years)
- Values proactive guidance over transactional advice
- Prefers ongoing relationships to one-time consultations
- Willing to share full financial picture for integrated planning
- Understands advice has value beyond product sales
- Open to recommendations that challenge current approaches
- Acts on advice in a timely manner (doesn't let strategies sit for years)
- Values proactive guidance over transactional advice
- Prefers ongoing relationships to one-time consultations
- Willing to share full financial picture for integrated planning
- Understands advice has value beyond product sales
We're Probably Not A Good Fit If
✗ - Primarily comparing advisors by lowest fee percentage
✗ - Looking for aggressive tax strategies without substantiation
✗ - Prefers paper statements and in-person meetings exclusively
✗ - Wants to execute your own plan with minimal advisor input
✗ - Seeking one-time advice without implementation support
✗ - Uncomfortable with technology or digital document sharing
✗ - Holds financial information back from your advisor
✗ - Expects guaranteed investment returns or performance promises
How We Work
1
Book Initial Consultation
Book a 15-minute intro call to discuss your situation. We'll assess fit and answer questions. No pitch, no pressure—just honest conversation about whether we can help.
2
Share Your Situation
If it makes sense to move forward, you'll send tax returns, financials, and statements. We review everything and identify gaps, inefficiencies, and opportunities.
3
Review Recommendations
We present what we'd do, why it matters, and what it costs. You decide if the strategy makes sense. No obligation to move forward until you're confident it's right.
4
Sign and Get Started
Once you're ready, sign the engagement letter and we handle onboarding. Accounts get opened, strategies get implemented, and you're officially a client.
Transparent Pricing
Portfolio Management
0.85% to 1.25% Percentage of Assets (AUM)
Tax-efficient portfolios using core-satellite allocations with low-cost index funds. Quarterly rebalancing, systematic tax-loss harvesting, and coaching to keep you invested when emotions say sell.
Financial Planning
$3,750 - $50,000 Flat Fee/Retainer
Ongoing strategy covering business structure, retirement design, tax coordination, and wealth building. Quarterly reviews plus implementation support between meetings.
Tax Strategy
$3,750 - $15,000 Flat Fee/Retainer
Proactive tax reduction for business owners—entity optimization, retirement contributions, timing strategies. Available standalone or included in financial planning.
About Cayden McLaughlin, CFP, EA
I help business owners turn their entrepreneurial success into lasting wealth—without overpaying on taxes or guessing what to do next.
Most advisors either know investments or taxes, but rarely both. Before starting my firm, I worked at Fidelity Investments and Intuit TurboTax, helping 5,000+ households with their finances. I saw what breaks when planning and taxes don't coordinate, so I started WealthAdvisor365 to fix that gap.
I work with self-employed individuals who want clear answers about where their money should go, how much tax they should actually pay, and what happens when they're ready to step back. No fluff. No product pushing. Just integrated planning that accounts for how your business and personal finances actually work together.
Feel free to connect. Always happy to talk shop or point you toward someone better suited if I'm not the right fit.
Cayden W. McLaughlin, CFP®, EA
Wealth Advisor & Tax Strategist
Text Me: (954) 475-2490
cayden@wealthadvisor365.com
Most advisors either know investments or taxes, but rarely both. Before starting my firm, I worked at Fidelity Investments and Intuit TurboTax, helping 5,000+ households with their finances. I saw what breaks when planning and taxes don't coordinate, so I started WealthAdvisor365 to fix that gap.
I work with self-employed individuals who want clear answers about where their money should go, how much tax they should actually pay, and what happens when they're ready to step back. No fluff. No product pushing. Just integrated planning that accounts for how your business and personal finances actually work together.
Feel free to connect. Always happy to talk shop or point you toward someone better suited if I'm not the right fit.
Cayden W. McLaughlin, CFP®, EA
Wealth Advisor & Tax Strategist
Text Me: (954) 475-2490
cayden@wealthadvisor365.com
Start The Conversation
Book A Free Consultation To See How We Can Help You
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
4 Client Reviews
"Anthony is flexible, warm, willing to work with our crazy schedules, and offered very personalized advice. Happy to work with him!"
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
