Elliott Appel
Kindness Financial Planning · Madison, Wisconsin
Elliott Appel is a fee-only financial advisor at Kindness Financial Planning in Madison, Wisconsin, who holds the CFP and RLP credentials. Kindness Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kindness Financial Planning |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $42.0M across 115 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in CA, WA, WI · CRD 5926520 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Elliott's firm compares
- Kindness Financial Planning's average account is about $365,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Elliott
Is Elliott Appel a fee-only financial advisor?
Yes. Elliott Appel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elliott's firm.
How does Elliott charge for financial advice?
Elliott's firm, Kindness Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Elliott Appel based?
Elliott Appel is based in Madison, Wisconsin.
What credentials does Elliott Appel hold?
Elliott Appel holds the CFP and RLP credentials.
Is Elliott Appel registered with the SEC?
Yes. Elliott Appel is registered as an investment adviser representative in CA, WA and WI (CRD 5926520), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kindness Financial Planning manage?
Kindness Financial Planning reports $42.0M across 115 accounts in assets under management.
How do I contact Elliott Appel?
Contact details aren't on file yet. Search for Kindness Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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