# Kidd Financial Planning, LLC.

> Kidd Financial Planning, LLC. is a state-registered investment advisory firm in Livonia, MI, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 323502
- Filed as: KIDD FINANCIAL PLANNING, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Livonia, MI
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323502
- AdvisorCensus page: https://advisorcensus.com/firm/kidd-financial-planning-llc-livonia-mi-323502

## Quick answers

**How is Kidd Financial Planning, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Kidd Financial Planning, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kidd Financial Planning, LLC. located?**
Kidd Financial Planning, LLC.'s principal office is in Livonia, MI, according to its Form ADV.

**Is Kidd Financial Planning, LLC. registered with the SEC or a state?**
Kidd Financial Planning, LLC. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323502.

**How much does Kidd Financial Planning, LLC. manage?**
Kidd Financial Planning, LLC. reports $14,023,440 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Kidd Financial Planning, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Kidd Financial Planning, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323502

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,023,440
- Discretionary: $14,023,440
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,681,620 |
| High net worth individuals | Fewer than 5 | $9,341,820 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kiddadvisors.com/financialplanning](https://kiddadvisors.com/financialplanning)
- Facebook @BlundenKidd
- Instagram @kiddadvisors
- LinkedIn @18239643

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kidd Financial Planning, LLC. (CRD 323502): Form ADV filing data as of October 2026.