KIDD FINANCIAL PLANNING, LLC.

KIDD FINANCIAL PLANNING, LLC. of LIVONIA, MI is an SEC-registered investment adviser (CRD 323502). Regulatory assets under management: $14.0M.

Registration

• CRD: 323502
• Type: Registered investment adviser
• Location: 14700 FARMINGTON ROAD, LIVONIA, MI, 48154
• Phone: 734-293-0055
• Latest filing: 2026-03-27
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 4
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search