# Kindness Financial Planning

> Kindness Financial Planning is a state-registered investment advisory firm in Madison, WI, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 316923
- Filed as: KINDNESS FINANCIAL PLANNING
- Legal name: Kindness Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316923
- AdvisorCensus page: https://advisorcensus.com/firm/kindness-financial-planning-madison-wi-316923

## Quick answers

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

**Where is Kindness Financial Planning located?**
Kindness Financial Planning's principal office is in Madison, WI, according to its Form ADV.

**Is Kindness Financial Planning registered with the SEC or a state?**
Kindness Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316923.

**How much does Kindness Financial Planning manage?**
Kindness Financial Planning reports $42,031,043 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (94% discretionary).

**What types of clients does Kindness Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (8).

**Does Kindness Financial Planning 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/316923

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $42,031,043
- Discretionary: $39,630,310
- Non-discretionary: $2,400,733

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $6,196,620 |
| High net worth individuals | 18 | $35,834,423 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [connect.xyplanningnetwork.com/find-an-advisor/elliott-appel-10285](https://connect.xyplanningnetwork.com/find-an-advisor/elliott-appel-10285)
- [elliottappel.com](https://elliottappel.com)
- [feeonlynetwork.com/financial-advisor/elliott-appel](https://feeonlynetwork.com/financial-advisor/elliott-appel)
- [kindnessfp.com](https://kindnessfp.com)
- [napfa.org/member/107176/35791](https://napfa.org/member/107176/35791)
- [planner.kinderinstitute.com/planner-search/planner/4934](https://planner.kinderinstitute.com/planner-search/planner/4934)
- [reddit.com/user/kindnessfp](https://reddit.com/user/kindnessfp)
- Facebook @Kindnessfp
- Instagram @kindnessfp
- LinkedIn @elliottappel
- Pinterest @kindnessfp
- X @kindnessfp
- YouTube @elliottmappel

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kindness Financial Planning (CRD 316923): Form ADV filing data as of October 2026.