# Mark Kidd

> Mark Kidd is a fee-only financial advisor at Kidd Financial Planning in Livonia, Michigan, who holds the PFS credential. Mark 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.

Page: https://find.wellspent.co/advisors/mark-kidd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kidd Financial Planning
- **Based in:** Livonia, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $14.0M across 47 accounts
- **Credentials:** PFS
- **Specialties:** Small business owners, Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Retirees, Founders, Pre-retirees, Multi-generational families
- **CRD:** 8004558 (https://adviserinfo.sec.gov/individual/summary/8004558)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.kiddadvisors.com/financialplanning

## Frequently asked questions

### Is Mark Kidd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

Mark's firm, Kidd Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Kidd based?

Mark Kidd is based in Livonia, Michigan.

### What does Mark specialize in?

Mark's specialties include small business owners, retirement planning, estate & legacy planning and family wealth transfer. Mark works with retirees, founders, pre-retirees and multi-generational families.

### What credentials does Mark Kidd hold?

Mark Kidd holds the PFS credential.

### Is Mark Kidd registered with the SEC?

Yes. Mark Kidd is registered as an investment adviser representative in MI (CRD 8004558), 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 Mark Kidd?

Through Mark's website, www.kiddadvisors.com/financialplanning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8004558): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kiddadvisors.com/financialplanning): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.