$50.5M Total AUM
$50.5M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
11479 S Pine Dr. Parker CO
About TEN Talents Financial Planning LLC
Ten Talents Financial Planning is a fiduciary, CFP®-led practice (Kaleb Paddock) focused on retirement planning, with investment management coordinated alongside tax planning. The firm emphasizes transparent pricing and candid advice without selling life insurance or annuity products. Based in Parker, CO and serves clients virtually; custody includes Charles Schwab.
Team overview
-- AVG AGE
$50.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KALEB KEVIN PADDOCK
Chief Compliance Officer, FOUNDER, Partner
- CRD
- #6428919
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,507,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,507,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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