Edward Jones
45yrs
Top advisor by experience in Littleton
10yrs
Based in Littleton, Colorado, Jack McCaddon is a fiduciary financial advisor with 10 years of industry experience. Jack joined Compound Planning in 2026, after five years at Maia Wealth. Compound Planning offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 318 advisors with offices in Littleton, and one of 290 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeLittleton, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$262,119
Advisors at the firm78
States licensed ?1 state
Services through Compound Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowCompound Planning, Inc.Current firm
- 2020 – 2026Maia WealthPreviously
Contact Jack
(888) 533-9364Firm headquarters in New York, NY. Ask for Jack. Littleton, COOffice · Get directions Firm websitecompoundplanning.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jack
Tailored to Jack’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Compound Planning at (888) 533-9364 and ask for Jack McCaddon. Jack works from the Littleton, CO office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Compound Planning reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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