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Cayden Norton

Tempus Wealth Planning, LLC

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About Cayden Norton

Cayden Norton is a financial advisor registered with the state of California. Cayden has been in the industry for over 10 years and has experience working with a variety of clients, including individuals and businesses. Currently, Cayden works with Tempus Wealth Planning, LLC where they offer a range of advisory services, including financial planning and portfolio management. Cayden is a Certified Financial Planner, a designation earned after completing extensive education, examination, and experience requirements. Cayden has also held previous positions with WELLS FARGO CLEARING SERVICES, LLC, UBS Financial Services, and Merrill Financial Associates.

Firm Information

Cayden Norton is currently registered with Tempus Wealth Planning, LLC. Tempus Wealth Planning, LLC is an investment advisor based in Irvine, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm has approximately $400.48 million in regulatory assets under management.
Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$400.48M

Assets Under Management

4

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cayden Norton’s Registration & Firm History

CA

12/26/2023 - Present

Tempus Wealth Planning, LLC (IRVINE CA)

CA

05/25/2022 - 01/25/2023

WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 08/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cayden Norton.
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