Kidd Financial Planning, LLC.

Updated today

Find your advisor

Client assets under management

$14,023,440

Clients

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,402,344

About

Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services for individuals (including high‑net‑worth clients), trusts, small businesses, charitable organizations, and participant‑directed retirement plans. The firm offers ongoing portfolio management, written investment policy statements, and standalone or integrated financial planning and consulting services.

The firm follows a long‑term, Modern Portfolio Theory–based approach that emphasizes diversified, primarily passive asset‑class exposure implemented with mutual funds and ETFs, with a frequent use of Dimensional Fund Advisors funds; Kidd prepares IPS documents, uses Monte Carlo analysis for planning, and typically manages accounts on a discretionary basis while permitting client restrictions. Kidd also uses third‑party sub‑advisers (Focus Partners Advisor Solutions and, when appropriate, third‑party fixed‑income managers) to provide model portfolios, back‑office support, and discretionary management of certain account sleeves.

Distinctive features include an affiliation with an accounting practice, Kidd Advisors, LLC, where firm principals are also owners/CPAs and cross‑referrals between the firms are disclosed as separate services. The firm operates with a very small client roster relative to its assets under management and maintains a formal continuity arrangement allowing Focus Partners Advisor Solutions to provide sub‑advisory services for up to 180 days in the event of the principal’s death or incapacity.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fees range from $2,000 to $5,000 for financial planning and consulting services.

Percentage

$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000+: 0.40% annually

Project-based

Hourly fees range from $250 to $500 per hour for financial planning and consulting services.

Other

Account minimum: $500,000 (household minimum, may be waived based on client needs and complexity) Fee-only: Financial planning and consulting fees charged hourly or flat fee basis; hourly fees range from $250-$500 per hour; flat fees range from $2,000 to $5,000.

Main office location

Kidd Financial Planning, LLC.

14700 Farmington Road, Suite 107

Livonia MI 48154, United States

Number of offices

Most active in

Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 734-293-0055

Advisors at this firm

Mark K

PFS™

Livonia, MI

Kidd Financial Planning, LLC.

Mark Kidd is a financial advisor at Kidd Financial Planning, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience at Norton & Kidd CPAs PC and Kindlinger & Company PC. In addition to his advisory role, he is a shareholder in a CPA and tax/accounting firm. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm’s investment approach focuses on passive, asset-class diversification and long-term buy-and-hold strategies, using mutual funds, ETFs, and third-party managers.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Brett K

PFS™

Livonia, MI

Kidd Financial Planning, LLC.

Brett Kidd is a financial advisor at Kidd Financial Planning, LLC with the PFS™ designation and one year of experience in financial planning. He has also worked at Norton & Kidd CPAs for ten years. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm emphasizes passive, diversified, long-term investment strategies using mutual funds and ETFs and employs quantitative tools and third-party managers to manage client portfolios.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Matthew K

PFS™

Livonia, MI

Kidd Financial Planning, LLC.

Matthew Kidd is a Personal Financial Specialist (PFS™) and principal at Kidd Financial Planning, LLC with three years of industry experience. He has worked at Kidd Financial Planning since 2022 and previously at Kidd Advisors, LLC, Reinert and Co., and MWB CPA. He also serves as president of Kidd Advisors, LLC, a CPA firm providing tax and accounting services. Kidd Financial Planning, LLC offers investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm emphasizes passive, asset-class diversification and long-term buy-and-hold strategies using mutual funds and ETFs, supported by quantitative tools and third-party managers.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support