Kidd Financial Planning, LLC. fees and pricing
Financial planner in Livonia, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Kidd Financial Planning, LLC. charges $250-$500 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Hourly fees range from $250-$500 per hour.”
- Flat or project fee
- $2,000-$5,000
“Flat fees for these services range from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kidd Financial Planning, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be charged in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of the previous quarter.”
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted at the beginning of the next quarter.”
- “Clients may pay these fees for advice by check to Kidd Financial Planning, LLC.”
How Kidd Financial Planning, LLC.’s fees compare
- Its hourly rate of $250-$500 is above the Michigan median of $250. 84% of the 170 other Michigan planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Livonia that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 spans the Michigan median of $3,250. 52% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Livonia that publish a flat or project fee charge less.
About Kidd Financial Planning, LLC.
“Kidd Financial Planning, LLC has been providing advisory services since October 2022. Kidd Financial Planning, LLC will work with the client to determine the client’s investment objectives and investor risk profile.”
- Firm size: 4 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 10
- Employees
- 4
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $14,023,440
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323502
- Phone
- (734) 293-0055
Other planners in Livonia that publish fees
- CND FinancialLivonia$200-$250
- On Track To Retire LLCLivonia$120/hr, $650-$1,200
- Saunders Financial LLCLivonia$415/hr
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.