# Matthew Kidd

> Matthew Kidd is a fee-only financial advisor at Kidd Financial Planning in Livonia, Michigan, who holds the PFS credential. Matthew 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/matthew-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:** 7638406 (https://adviserinfo.sec.gov/individual/summary/7638406)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.kiddadvisors.com/financialplanning

## Frequently asked questions

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

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

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

### Where is Matthew Kidd based?

Matthew Kidd is based in Livonia, Michigan.

### What does Matthew specialize in?

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

### What credentials does Matthew Kidd hold?

Matthew Kidd holds the PFS credential.

### Is Matthew Kidd registered with the SEC?

Yes. Matthew Kidd is registered as an investment adviser representative in MI (CRD 7638406), 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 Matthew Kidd?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7638406): 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.