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WEALTHADVISOR365
WealthAdvisor365 is a fee-only fiduciary independent RIA offering tax-smart wealth management for business owners and entrepreneurs. Investments and tax...
WEALTHADVISOR365
WealthAdvisor365 is a fee-only fiduciary independent RIA offering tax-smart wealth management for business owners and entrepreneurs. Investments and tax strategy are planned together in-house. The firm invests exclusively in transparent, exchange-listed securities—stocks, bonds, and ETFs—with client assets held in the client's name at an unaffiliated custodian.
General information
Firm type
RIA
Year founded
2024
Location
City
Fort Lauderdale
Principals
Cayden McLaughlin
CFP, EA — President, Chief Investment Strategist; Wealth Advisor & Tax Strategist; founder
Cayden McLaughlin
CFP, EA — Wealth Advisor & Tax Strategist
Sector focus
Frequently asked questions
Does WEALTHADVISOR365 offer access to alternative investments or private markets?
No. The firm's investment approach is exclusively focused on publicly traded ETFs covering equities and fixed income. It does not provide access to private equity, venture capital, hedge funds, direct real estate, or interval funds. There is no indication from its published materials that alternative assets are part of its strategic roadmap.
How does WEALTHADVISOR365 source and serve its clients?
WEALTHADVISOR365 is a direct-to-consumer platform acquired through digital marketing channels. Clients onboard via the firm's website and mobile application, completing risk assessment and goal-setting modules online. Advisors are available remotely by video or phone, with no physical branch network or in-person meeting offices required.
Who runs investment decisions at WEALTHADVISOR365?
The firm's central investment committee oversees portfolio design, ETF selection, and rebalancing protocols. Individual client portfolios are implemented algorithmically based on the outcome of the digital onboarding questionnaire. Human advisors do not exercise discretion over individual security selection or attempt to time markets.
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