AdvisorRanked
95
Clean

KAYDAN WEALTH MANAGEMENT, INC.

329 W. SILVER LAKE RD., FENTON, MI 48430
Fiduciaryfee-onlySEC Registered
(810) 593-1624 www.facebook.com/KaydanWealthMgmt CRD #108964
$727M
Assets Managed
8
Clients
18
Employees
6
Years Active
since 2020

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46078. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 6 years.

Firm Details

Legal NameKAYDAN WEALTH MANAGEMENT, INC.
CRD Number#108964
SEC RegisteredYes
Registration Date2020-08-31
States RegisteredMI
Assets Under Management$727M
Number of Clients8
Employees18
Compensation Typefee-only
Last ADV Filing46078

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Frequently Asked Questions

Is KAYDAN WEALTH MANAGEMENT, INC. a fiduciary?

Yes. KAYDAN WEALTH MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does KAYDAN WEALTH MANAGEMENT, INC. charge clients?

KAYDAN WEALTH MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does KAYDAN WEALTH MANAGEMENT, INC. have any complaints?

No. KAYDAN WEALTH MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 6 years of operation.

How does KAYDAN WEALTH MANAGEMENT, INC. compare to other advisors in FENTON?

KAYDAN WEALTH MANAGEMENT, INC. has a Red Flag Score of 95/100. There are 2 registered advisory firms in FENTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46078. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.