Keidan Financial Consultants LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$574,930,673
Total clients
184
83% high-net worth
Total advisors
2
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
92
Average account size
$3,124,623
About
Keidan Financial provides investment supervisory services and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and trusts. The firm offers both discretionary and non‑discretionary portfolio management, retirement rollover guidance, and access to an advisor‑managed platform (Vision2020) that includes execution, clearing, and custodial services through Pershing.
The firm’s investment process combines quantitative optimization and computer‑based risk/return analysis with conventional security research, and portfolios are typically constructed from mutual funds, ETFs, and fixed income tailored to client goals and restrictions; clients receive quarterly reporting and at least annual reviews. Keidan Financial notes use of published reports and third‑party ratings, efficient‑frontier plotting, fund profiling, and automated rebalancing tools when profiling funds and optimizing portfolios.
Several advisory personnel are registered representatives of Osaic Wealth, Inc., and some managers and employees are licensed insurance agents—arrangements the brochure discloses can produce commission or insurance compensation and participation in Osaic incentive and custodial programs. The firm also reports roughly $575 million in client assets with two listed advisors, resulting in an uncommonly high level of assets per advisor for a team firm and receipt of institutional custody and business‑development benefits from its custodian relationships.
Client services
Expertise
Fee options
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
Main office location
Keidan Financial Consultants LLC
400 South 5 Th Street, Suite 100
Columbus OH 43215, United States
Number of offices
1
Most active in
Colorado · Florida · North Carolina · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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