A complete list of active advisors currently associated with Kidd Financial Planning, LLC.

Warmer can help you find a great advisor at Kidd Financial Planning, LLC. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kidd Financial Planning, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.