Cayden
Norton

Tempus Wealth Planning, LLC

CRD#7259403
Investment Advisor
in Irvine, CA

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About this Advisor

Cayden Norton is a financial advisor based in Irvine, California, working with Tempus Wealth Planning, LLC. Cayden has previously held positions at Wells Fargo Clearing Services, LLC, UBS Financial Services, Merrill Financial Associates, Capital Wealth Advisors, Vision Real Estate, Vivint Smarthome, CCBank, Utah Valley University, Ashlee Raubach Photography, Mosley Wealth Management, Inc, Mosley Insurance & Financial Services, Inc, and Tempus Wealth Planning, LLC. Cayden has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Cayden is part of Tempus Wealth Planning, LLC, which operates out of Irvine, California. The firm has 11 employees and manages assets totaling $400.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tempus Wealth Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Spectrum Center Drive Suite 1070
Irvine, CA 92618

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Tempus Wealth Planning, LLC Brokerage Details

Total Assets Under Management

$400,480,124

CA Average: $7,578,581,321
Total Number of Employees

11

CA Average: 43
Total Number of Accounts

1,654

CA Average: 3,727
Average Account Size

$242,128

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Cayden Norton Work History

2023 - Present (1 year)

Tempus Wealth Planning, LLC

2023 - 2023 (< 1 year)

Mosley Wealth Management, Inc

2023 - 2023 (< 1 year)

Mosley Insurance & Financial Services, Inc

2022 - 2023 (1 year)

Wells Fargo Clearing Services, LLC

2022 - 2022 (< 1 year)

Ubs Financial Services

2022 - 2023 (1 year)

Wells Fargo Clearing Services, LLC

2021 - 2021 (< 1 year)

Merrill Financial Associates

2020 - 2021 (1 year)

Capital Wealth Advisors

2020 - 2020 (< 1 year)

Ubs Financial Services

2019 - 2019 (< 1 year)

Vivint Smarthome

2018 - 2020 (2 years)

Vision Real Estate

2018 - 2021 (3 years)

Utah Valley University

2017 - 2018 (1 year)

Ccbank

2012 - 2017 (5 years)

Ashlee Raubach Photography

Disclosures

Please visit the SEC profile of Cayden Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tempus Wealth Planning, LLC

Jonathan Yoo
Irvine, CA
Joseph Szal
Irvine, CA
Cayden Norton
Irvine, CA
Russell Blahetka
Schererville, IN
Daniel Carmo
Irvine, CA
Gary Hitzler
Irvine, CA
Steven Sturner
Irvine, CA
Stephen Gilbreth
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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