Kidd Financial Planning, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees range from $2,000 to $5,000 for financial planning and consulting services.
$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
Hourly fees range from $250 to $500 per hour for financial planning and consulting services.
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
14700 Farmington Road, Suite 107
Livonia MI 48154
Advisors at this office
3
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
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.
Matthew K
PFS™
Livonia, MI
Kidd Financial Planning, LLC.
Matthew Kidd is a PFS™ credentialed financial advisor with three years of industry experience. He is principal of Kidd Financial Planning, LLC and 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 individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, primarily passive asset-class exposure, frequently utilizing Dimensional Fund Advisors funds, and maintains an affiliation with an accounting practice for integrated financial and tax services.
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