Kaydan Wealth Management, Inc. fees and pricing
Financial planner in Fenton, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Kaydan Wealth Management, Inc. charges $75-$550 an hour, a flat or project fee of $575-$7,500, a monthly fee of $180, and a quarterly fee of $1,562 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$550/hr
“Hourly fees range from $75 to $550 per hour.”
- Flat or project fee
- $575-$7,500
“Flat project fees can range from $575 to $7,500.”
- Monthly fee
- $180/mo
“Service is available for a monthly subscription fee of $180/month.”
- Quarterly fee
- $1,562/qtr
“Should a client with less than $500,000 of investable billable wealth require our more comprehensive, collaborative services (Kaydan 360), a retainer will be calculated representing the difference between $1,562.50 per quarter ($6,250 divided quarterly) and the actual quarterly fee generated from the investment…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kaydan Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated quarterly and billed quarterly in arrears.”
- “However, Kaydan remains available to address planning issues with our clients on an ongoing basis. 6 All fees are negotiable, including minimum fees, when unique circumstances are present.”
- “Fees are calculated quarterly, in arrears, and due the following business day.”
How Kaydan Wealth Management, Inc.’s fees compare
- Its hourly rate of $75-$550 spans the Michigan median of $250. 76% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $575-$7,500 spans the Michigan median of $3,250. 58% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Kaydan Wealth Management, Inc.
- Firm size: 18 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 1,098
- Employees
- 18
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $726,507,771
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108964
- Phone
- (810) 593-1624
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Michigan, North Carolina, New Hampshire, Ohio, South Carolina, Tennessee, Texas, Wisconsin
Other planners in Fenton that publish fees
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.