RIA Intel›Advisers›Wisconsin›KINDNESS FINANCIAL PLANNING, LLC

KINDNESS FINANCIAL PLANNING, LLC

Advisory

WI

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in WI
#336
of 354 advisers by AUM
Average account
$365K
across 115 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$42M
Discretionary %
94.3%
Clients
26
Employees
1

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$42M
Discretionary AUM$40M
Non-Discretionary AUM$2M
Discretionary %94.3%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, WA, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

JANCO INVESTMENT COUNSEL, LLC
$43M
-19.5% 1Y
COMPOUND WEALTH, ADVISORY AND TAX LLC
WAUNAKEE, WI
$43M
CORNERSTONE FINANCIAL PLANNING, INC.
APPLETON, WI
$43M
-43.8% 1Y
HARRIS FINANCIAL SERVICES, INC.
OSHKOSH, WI
$43M
BC HOLDINGS
MEQUON, WI
$44M
SELERSKI ASSET MANAGEMENT, LLC
$40M

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