Kaydan Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Flat project fees ranging from $575 to $7,500 for portfolio reviews, retirement or financial assessments; $1,250 for Retirement Readiness Services report
$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)
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products, separate from advisory fees
Hourly fees ranging from $75 to $550 per hour for portfolio reviews, financial or retirement assessments
Monthly subscription fee of $180/month for WealthCoach service; $75/month for first Workplace WealthCoach plan and $30/month for each additional plan
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
329 W. Silver Lake Rd.
Fenton MI 48430
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Michigan · New Hampshire · North Carolina · Ohio · South Carolina · Tennessee · Texas · Wisconsin
Also doing business as
401(k)aydan Group · 401(k)aydan Group, Inc. · Kaydan Group · Kaydan Group Inc · Kaydan Group Inc. · Kaydan Wealth Management · Kaydan Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Michael R
CFP®, Series 66
Fenton, MI
Kaydan Wealth Management, Inc.
Michael Reiterman is a CFP®-certified financial advisor at Kaydan Wealth Management, Inc. in Fenton, MI, with one year of industry experience. Prior to joining Kaydan, he worked at LPL Financial LLC for three years and has held various roles at Michigan State University. Kaydan Wealth Management serves individual and high-net-worth clients with personalized wealth management and discretionary investment management, combining comprehensive financial planning with portfolio oversight. The firm’s investment approach is grounded in fundamental analysis and emphasizes collaboration with clients’ other advisers.
James K
CFP®, Series 63
Fenton, MI
Kaydan Wealth Management, Inc.
James Kruzan is a Certified Financial Planner (CFP®) with 43 years of experience in the financial services industry. He is currently with Kaydan Wealth Management, Inc. and has previously worked for Raymond James Financial and Raymond James Financial Services. 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, offering personalized wealth management and discretionary investment management services. The firm integrates comprehensive financial planning with portfolio oversight, emphasizing fundamental analysis and coordinated client service.
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.
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.
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.
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.
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