# James Kruzan

> James Kruzan is a fee-only financial advisor at Kaydan Wealth Management in Fenton, Michigan, who holds the CFP credential. James charges a percentage of assets and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/james-kruzan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kaydan Wealth Management
- **Based in:** Fenton, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Assets under management (firm):** $726.5M across 2,426 accounts
- **Credentials:** CFP
- **CRD:** 1094690 (https://adviserinfo.sec.gov/individual/summary/1094690)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1983)
- **Firm size:** 18 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.kaydanwealth.com

## Frequently asked questions

### Is James Kruzan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James charges a percentage of assets and an ongoing planning fee.

### Where is James Kruzan based?

James Kruzan is based in Fenton, Michigan.

### What credentials does James Kruzan hold?

James Kruzan holds the CFP credential.

### Is James Kruzan registered with the SEC?

Yes. James Kruzan is registered as an investment adviser representative in MI and TX (CRD 1094690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 James Kruzan?

Through James's website, www.kaydanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1094690): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kaydanwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.