Firm
Kaydan Wealth Management
Fenton, Michigan
Fee-only
Kaydan Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 6 advisors are listed here; 4 of 6 hold the CFP.
- Its Form ADV reports 18 employees and 1,098 individual clients, 357 of them high net worth.
- Its average account is about $299,000 (assets it manages divided by its 2,426 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Fenton, Michigan |
|---|---|
| Website | kaydanwealth.com |
| Phone | (810) 593-1624 |
Kaydan Wealth Management fees
Kaydan Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $727 million |
| Individual clients | 741 |
| High-net-worth clients | 357 |
| Accounts managed | 2,426 |
| Employees | 18 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-119365) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 108964 |