Mark Kidd
Kidd Financial Planning · Livonia, Michigan
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.
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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 8004558 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kiddadvisors.com/financialplanning |
How Mark's firm compares
- Kidd Financial Planning's average account is about $298,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Mark
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.
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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