Kindness Financial Planning fees
Financial planner in Madison, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, Kindness Financial Planning (Madison, WI) charges $420 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change.
- Hourly rate
- $420/hr
Above the Madison median of $300; 7 of the 8 other planners in Madison that publish an hourly rate charge less. Above the Wisconsin median of $300; 80% of the 46 other planners in Wisconsin charge less.
“We also offer Financial Planning Services on an hourly basis at a rate of $420 per hour, billed in 15-minute increments.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Kindness Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are prorated and paid in arrears on a quarterly basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based upon the number of days the account was open during the billing period.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
About Kindness Financial Planning
- Principal: Elliott Appel
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 26
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $42 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 9, 2026
- CRD number
- 316923 (opens in new tab)
- Phone
- (206) 651-5097
Registered in 3 states: California, Washington, Wisconsin
Other planners in Madison that publish fees
- Spruce Hill CapitalMadisonHourly $175/hr
- Harmony WealthMadisonFlat $1,000, Annual $5,000-$10,000/yr
- Yahara Wealth Management LLCMadisonQuarterly from $1,500/qtr
- Perk PlanningMadisonHourly up to $440/hr, Flat $1,900
- Evolution Financial LLCMadisonHourly $300/hr, Flat $3,000-$5,000
- Forward Investment Advisors, Inc.MadisonHourly $120/hr
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.