Matthew Kidd
Kidd Financial Planning · Livonia, Michigan
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.
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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 7638406 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kiddadvisors.com/financialplanning |
| Profile |
How Matthew'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 Matthew
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.
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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