RIA Intel›Advisers›Michigan›KIDD FINANCIAL PLANNING, LLC.

KIDD FINANCIAL PLANNING, LLC.

Advisory

LIVONIA, MI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$298K
across 47 accounts
AUM per adviser
$5M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
10
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

QUESTAR CAPITAL CORPORATION
ANN ARBOR, MI
$14M
-91.2% 1Y
MMI FINANCIAL GROUP, INC.
OWOSSO, MI
$14M
ERICA HALL WEALTH ADVISORS, LLC
SOUTHFIELD, MI
$14M
ZOELLNER WHOLE FINANCIAL, PLLC
WATERFORD, MI
$14M
ACE MANAGEMENT, LLC
EAST LANSING, MI
$14M
THE PRACTICAL INVESTOR, LLC
EAST LANSING, MI
$15M
-43.0% 1Y

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