Kaydan Wealth Management, Inc. logo

Kaydan Wealth Management, Inc.

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Client assets under management

$718,950,296

Clients

1,098

33% high-net worth

Advisors

6

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

183

Very High

Average account size

$654,782

About

Kaydan Wealth Management serves individual and high-net-worth clients with personalized wealth management and discretionary investment management, including comprehensive financial planning, retirement readiness reports, and investment-only portfolio services. The firm also provides workplace plan consulting and occasional pro-bono planning for nonprofits, combining planning and portfolio oversight into an integrated service model.

Kaydan's investment process is grounded in fundamental analysis and typically operates on a discretionary basis, with client meetings that are agenda-driven and focused on goals, implementation, and ongoing monitoring. The firm emphasizes coordinating with clients' other advisers and, for workplace plans, retains client online access credentials to perform allocations, rebalances, and periodic reviews on the client's behalf.

Compared with many peers, Kaydan compensates non-employee solicitors and outside consultants for client referrals and requires those solicitors to provide disclosure, a practice that can amount to endorsements in its referral and advertising activities. The firm also offers several subscription-style and niche programs — notably a WealthCoach subscription for clients under 40 and a Workplace WealthCoach service — and maintains legacy workplace advisement arrangements while using third-party platforms such as Orion and AdvicePay to support billing and account aggregation.

Client services

Financial planning Portfolio management Advisory consulting

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting

Occupation focus

Executive Founder/Business Owner

Demographic focus

Young Professionals Married/Couples/Partners

Fee options

Fixed

Flat project fees ranging from $575 to $7,500 for portfolio reviews, retirement or financial assessments; $1,250 for Retirement Readiness Services report

Percentage

$0 - $500,000: 1.25% annually (0.3125% quarterly) $500,001 - $2,000,000: 1.00% annually (0.25% quarterly) $2,000,001 - $4,000,000: 0.85% annually (0.2125% quarterly) $4,000,001 - $7,000,000: 0.80% annually (0.20% quarterly) $7,000,001 - $10,000,000: 0.75% annually (0.1875% quarterly) $10,000,001 - $25,000,000: 0.70% annually (0.1750% quarterly) $25,000,001 - $50,000,000: 0.40% annually (0.10% quarterly) $50,000,001 - $100,000,000: 0.30% annually (0.075% quarterly) $100,000,001+: 0.20% annually (0.050% quarterly)

Commissions

Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products, separate from advisory fees

Project-based

Hourly fees ranging from $75 to $550 per hour for portfolio reviews, financial or retirement assessments

Subscriptions

Monthly subscription fee of $180/month for WealthCoach service; $75/month for first Workplace WealthCoach plan and $30/month for each additional plan

Other

Account minimum: $500,000 Minimum fee: $6,250 annual minimum fee for Comprehensive Wealth Management Services Fee-only: Flat advisory fee from 0.70% to 0.85% annually for Investment-Only Portfolio Edge service

Main office location

Kaydan Wealth Management, Inc.

329 W. Silver Lake Rd.

Fenton MI 48430, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Michigan · New Hampshire · North Carolina · Ohio · South Carolina · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James K

CFP®, Series 63

Fenton, MI

Kaydan Wealth Management, Inc.

James Kruzan is a CFP® with 43 years of industry experience, currently serving at Kaydan Wealth Management, Inc. He has worked with Raymond James Financial Services Advisors since 2009 and has been involved with Kaydan Wealth Management since 2005. Kruzan is also the owner of Asset & Risk Management, Inc., a support company based in Fenton, MI. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
user avatar

Mathew B

Series 63, Series 65

Fenton, MI

Kaydan Wealth Management, Inc.

Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
user avatar

Jennifer S

CFP®, Series 66

Fenton, MI

Kaydan Wealth Management, Inc.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
user avatar

Darren B

CFP®, Series 63, Series 66

Fenton, MI

Kaydan Wealth Management, Inc.

Darren Brennan is a CFP® professional with 13 years of industry experience, currently serving at Kaydan Wealth Management, Inc. in Fenton, MI. His prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services Advisors Inc. He is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients, offering comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach focuses on fundamental analysis and individualized portfolio construction tailored to client objectives and risk tolerance.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
user avatar

Chase P

Series 65

Fenton, MI

Kaydan Wealth Management, Inc.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
user avatar

Jared R

CFP®

Fenton, MI

Kaydan Wealth Management, Inc.

Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
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