Brett Kidd
Kidd Financial Planning · Livonia, Michigan
Brett Kidd is a fee-only financial advisor at Kidd Financial Planning in Livonia, Michigan, who holds the PFS credential. Brett focuses on small business owners, retirement planning and estate & legacy planning. Kidd Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Pre-retirees
- Multi-generational families
Facts
| Firm | Kidd Financial Planning |
|---|---|
| Based in | Livonia, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.0M across 47 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MI · CRD 8211205 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kiddadvisors.com/financialplanning |
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Questions about Brett
Is Brett Kidd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Kidd Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Kidd Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Kidd based?
Brett Kidd is based in Livonia, Michigan.
What does Brett specialize in?
Brett's specialties include small business owners, retirement planning, estate & legacy planning and family wealth transfer. Brett works with retirees, founders, pre-retirees and multi-generational families.
What credentials does Brett Kidd hold?
Brett Kidd holds the PFS credential.
Is Brett Kidd registered with the SEC?
Yes. Brett Kidd is registered as an investment adviser representative in MI (CRD 8211205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kidd Financial Planning manage?
Kidd Financial Planning reports $14.0M across 47 accounts in assets under management.
How do I contact Brett Kidd?
Through Brett's website, www.kiddadvisors.com/financialplanning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kidd Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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