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KIDD FINANCIAL PLANNING, LLC.
CRD 323502
14700 FARMINGTON ROAD, SUITE 107, LIVONIA, MI, 48154, United States
Phone
734-293-0055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD