Advisor at Keidan Financial Consultants LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keidan Financial Consultants LLC
Location
Columbus, OH 43215
Credentials
CFP®, Series 63
Industry experience
46 years
Robert Keidan is a CFP® with 46 years of industry experience, currently serving at Keidan Financial Consultants LLC since 1999. He has also been affiliated with Royal Alliance Associates, Inc. since 1989. Keidan is a board member of the Temple Israel Foundation, where he participates in policy-making and volunteer activities. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with quantitative tools to manage portfolios primarily consisting of mutual funds, ETFs, and fixed-income securities, offering both discretionary and non-discretionary management.
Based on Keidan Financial Consultants LLC
Based on Keidan Financial Consultants LLC
Financial planning fees typically range from $500 to $15,000 depending on complexity; fees negotiable, flat-fee arrangements available.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation possible through broker-dealer affiliation.
$200 per hour for financial planning services
Account minimum: $250,000
400 South 5 Th Street #100
Columbus, OH 43215
Ohio
Keidan Financial Consultants, LLC
1999 - Present (27 years)
Royal Alliance Associates, INC.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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