James Kruzan
Kaydan Wealth Management · Fenton, Michigan
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 1094690 |
| Exams passed | Series 63 (1983) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kaydanwealth.com |
How James'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 James
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.
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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