# Kaydan Wealth Management, Inc.

> 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.

- CRD: 108964
- Filed as: KAYDAN WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fenton, MI
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108964
- AdvisorCensus page: https://advisorcensus.com/firm/kaydan-wealth-management-inc-fenton-mi-108964

## Quick answers

**How is Kaydan Wealth Management, Inc. compensated?**
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).

**How much does Kaydan Wealth Management, Inc. charge?**
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.

**Where is Kaydan Wealth Management, Inc. located?**
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).

**Is Kaydan Wealth Management, Inc. registered with the SEC or a state?**
Kaydan Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 108964.

**How much does Kaydan Wealth Management, Inc. manage?**
Kaydan Wealth Management, Inc. reports $726,507,771 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Kaydan Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Kaydan Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (741); high net worth individuals (357).

**Which custodians does Kaydan Wealth Management, Inc. use?**
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.

**Does Kaydan Wealth Management, Inc. report any disciplinary disclosures?**
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

**What changed in Kaydan Wealth Management, Inc.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Subscription: $180 a month (WealthCoach)

> Service is available for a monthly subscription fee of $180/month.

- Subscription: $75 a month (Workplace WealthCoach)

> Cost: $75/month for the first plan. $30/month for each additional workplace savings plan.

- Hourly rate: $75 to $550 an hour (portfolio reviews, retirement or financial assessments)

> Hourly fees range from $75 to $550 per hour.

- Flat fee: $575 to $7,500 (portfolio reviews, retirement or financial assessments)

> Flat project fees can range from $575 to $7,500.

- Subscription: $91.25 to $750 a quarter (legacy workplace advisement program)

> Quarterly retainer fees are billed in arrears and range from $91.25 to $750 quarterly depending on the scope of the project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $726,507,771
- Discretionary: $726,507,771
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 741 | $190,965,463 |
| High net worth individuals | 357 | $527,984,833 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,557,475 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KS, LA, MI, NC, NH, OH, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Auburn Hills, MI

### Websites listed on Form ADV (Item 1.I)
- kaydanwealth.com
- kaydanwealthmanagement.com
- Facebook @KaydanWealthMgmt
- Instagram @kaydanwealth
- LinkedIn @kaydan-wealth-management
- X @KaydanWealth
- YouTube @Kruzan81D

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $547,459,112 | 8 | March 26, 2021 |
| October 2022 | $654,840,570 | 15 | March 30, 2022 |
| October 2023 | $607,582,296 | 16 | May 10, 2023 |
| October 2024 | $625,642,972 | 17 | March 14, 2024 |
| October 2025 | $655,137,551 | 17 | March 12, 2025 |
| October 2026 | $726,507,771 | 18 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $655,137,551 to $726,507,771 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaydan Wealth Management, Inc. (CRD 108964): Form ADV filing data as of October 2026.