KIDD FINANCIAL PLANNING, LLC.

Overview

Kidd Financial Planning, LLC is a small, independent registered investment adviser organized as an LLC that focuses on advisory work for individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also acts as a capital allocator by selecting outside managers and third‑party advisers when appropriate. Its fee model mixes a percentage of assets under management with hourly and fixed‑fee engagements, which suits both ongoing investment relationships and project‑based planning work. Investment posture is equity‑oriented: the firm shows a strong preference for exchange‑traded equities and implements portfolios through a mix of separately managed account strategies and pooled vehicles. With a compact client base, the practice appears to emphasize customized portfolios and direct manager selection over scale-driven product shelf approaches. Kidd Financial Planning is not positioned as an ESG specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices