KEIDAN FINANCIAL CONSULTANTS LLC

Overview

Keidan Financial Consultants LLC is an independent registered investment adviser that serves individual and family clients with a mix of advisory and brokerage services. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with registered representative and insurance broker capabilities, allowing it to deliver both discretionary investment management and commissionable products when appropriate. Its fee schedule is flexible — percentage of AUM, hourly, fixed fees and commissions — so client engagements range from ongoing discretionary mandates to project-based planning and transaction-oriented relationships. Investment activity is centered on public funds and mutual funds as the core building blocks for client portfolios, with a material allocation to those vehicles. The firm is not an active ESG investor and does not operate as a capital allocator; instead it sources alternative exposure through third-party managers. Advisory services also include pension consulting, reflecting a practice that can support retirement plan needs alongside individual wealth management.

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Investments & Alternatives

Location & Offices