Fee-OnlyFinder

Advisers in Fenton, MI

2 advisers in Fenton — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

4square Advisory Services, INC.205 Lincoln St · Fenton, MI 48430 · (800) 930-6454 · Financial planningCRD 177526 · % of assets, Hourly charges, Fixed fees · $19.7 million AUMState registeredNo commissions reportedKaydan Wealth Management, INC.329 W. Silver Lake Rd. · Fenton, MI 48430 · (810) 593-1624 · Financial planningCRD 108964 · % of assets, Hourly charges, Fixed fees · $726.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Fenton? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.