{
  "crd_number": 108964,
  "slug": "kaydan-wealth-management-inc-fenton-mi-108964",
  "primary_business_name": "KAYDAN WEALTH MANAGEMENT, INC.",
  "legal_name": "KAYDAN WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Fenton",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "22420",
  "metro": {
    "cbsa_code": "22420",
    "common_name": "Flint",
    "msa_name": "Flint, MI",
    "path": "/advisors/mi/flint"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-31",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 726507771.0,
  "raum_discretionary": 726507771.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 190965463.0,
      "count": 741
    },
    "pension_profit_sharing": {
      "raum": 7557475.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 527984833.0,
      "count": 357
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "LA",
    "MI",
    "NC",
    "NH",
    "OH",
    "SC",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/KaydanWealthMgmt",
    "https://instagram.com/kaydanwealth",
    "https://kaydanwealth.com",
    "https://kaydanwealthmanagement.com",
    "https://linkedin.com/company/kaydan-wealth-management",
    "https://x.com/KaydanWealth",
    "https://youtube.com/user/Kruzan81D"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108964",
  "city_as_filed": "FENTON",
  "url": "https://advisorcensus.com/firm/kaydan-wealth-management-inc-fenton-mi-108964",
  "display_name": "Kaydan Wealth Management, Inc.",
  "summary": "Kaydan Wealth Management, Inc. is an SEC-registered investment advisory firm in Fenton, MI, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Kaydan Wealth Management, Inc. (CRD 108964): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Kaydan Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kaydan Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Kaydan Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Subscription: $180 a month (WealthCoach); Subscription: $75 a month (Workplace WealthCoach); Hourly rate: $75 to $550 an hour (portfolio reviews, retirement or financial assessments); Flat fee: $575 to $7,500 (portfolio reviews, retirement or financial assessments); Subscription: $91.25 to $750 a quarter (legacy workplace advisement program). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kaydan Wealth Management, Inc. located?",
      "a": "Kaydan Wealth Management, Inc.'s principal office is in Fenton, MI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kaydan Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Kaydan Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 108964."
    },
    {
      "q": "How much does Kaydan Wealth Management, Inc. manage?",
      "a": "Kaydan Wealth Management, Inc. reports $726,507,771 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kaydan Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kaydan Wealth Management, Inc.: Regulatory assets under management: $547,459,112 in the October 2021 data and $726,507,771 in the October 2026 data, up 33%. Total employees: 8 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kaydan Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (741); high net worth individuals (357)."
    },
    {
      "q": "Which custodians does Kaydan Wealth Management, Inc. use?",
      "a": "Kaydan Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kaydan Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108964"
    },
    {
      "q": "What changed in Kaydan Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $655,137,551 to $726,507,771 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 547459112.0,
      "total_employees": 8,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 654840570.0,
      "total_employees": 15,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 607582296.0,
      "total_employees": 16,
      "filing_date": "2023-05-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 625642972.0,
      "total_employees": 17,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 655137551.0,
      "total_employees": 17,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 726507771.0,
      "total_employees": 18,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8.",
        "Regulatory assets under management went from $655,137,551 to $726,507,771 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $180 a month (WealthCoach)",
      "Subscription: $75 a month (Workplace WealthCoach)",
      "Hourly rate: $75 to $550 an hour (portfolio reviews, retirement or financial assessments)",
      "Flat fee: $575 to $7,500 (portfolio reviews, retirement or financial assessments)",
      "Subscription: $91.25 to $750 a quarter (legacy workplace advisement program)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $180 a month (WealthCoach)"
        ],
        "quotes": [
          "Service is available for a monthly subscription fee of $180/month."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $75 a month (Workplace WealthCoach)"
        ],
        "quotes": [
          "Cost: $75/month for the first plan. $30/month for each additional workplace savings plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $75 to $550 an hour (portfolio reviews, retirement or financial assessments)"
        ],
        "quotes": [
          "Hourly fees range from $75 to $550 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $575 to $7,500 (portfolio reviews, retirement or financial assessments)"
        ],
        "quotes": [
          "Flat project fees can range from $575 to $7,500."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $91.25 to $750 a quarter (legacy workplace advisement program)"
        ],
        "quotes": [
          "Quarterly retainer fees are billed in arrears and range from $91.25 to $750 quarterly depending on the scope of the project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 180.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "WealthCoach"
        },
        {
          "kind": "subscription",
          "amount": 75.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Workplace WealthCoach"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 75.0,
          "max": 550.0,
          "period": "hour",
          "service": "portfolio reviews, retirement or financial assessments"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 575.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "portfolio reviews, retirement or financial assessments"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 91.25,
          "max": 750.0,
          "period": "quarterly",
          "service": "legacy workplace advisement program"
        }
      ]
    },
    "quotes": [
      "Service is available for a monthly subscription fee of $180/month.",
      "Cost: $75/month for the first plan. $30/month for each additional workplace savings plan.",
      "Hourly fees range from $75 to $550 per hour.",
      "Flat project fees can range from $575 to $7,500.",
      "Quarterly retainer fees are billed in arrears and range from $91.25 to $750 quarterly depending on the scope of the project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kaydan-wealth-management-inc-fenton-mi-108964.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 741,
      "fewer_than_5": false,
      "raum": 190965463.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 357,
      "fewer_than_5": false,
      "raum": 527984833.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7557475.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108964",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}