Chase Poulson
Kaydan Wealth Management · Fenton, Michigan
Chase Poulson is a fee-only financial advisor at Kaydan Wealth Management in Fenton, Michigan. Chase charges a percentage of assets and an ongoing planning fee.
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Facts
| Firm | Kaydan Wealth Management |
|---|---|
| Based in | Fenton, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Assets under management | $726.5M across 2,426 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7475973 |
| Exams passed | Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.kaydanwealth.com |
How Chase's firm compares
- Kaydan Wealth Management's average account is about $299,000, from its Form ADV (assets managed divided by 2,426 accounts).
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Questions about Chase
Is Chase Poulson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Kaydan Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chase charge for financial advice?
Chase charges a percentage of assets and an ongoing planning fee.
Where is Chase Poulson based?
Chase Poulson is based in Fenton, Michigan.
Is Chase Poulson registered with the SEC?
Yes. Chase Poulson is registered as an investment adviser representative in MI (CRD 7475973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kaydan Wealth Management manage?
Kaydan Wealth Management reports $726.5M across 2,426 accounts in assets under management.
How do I contact Chase Poulson?
Through Chase's website, www.kaydanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kaydan Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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