Kindness Financial Planning

Kindness Financial Planning (CRD# 316923) is a financial advisory firm headquartered in Madison, WI. They manage $16,319,611 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2858 University Ave, #326, Madison, WI 53705
https://kindnessfp.com/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $296,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA, WI

Financial Advisors at Kindness Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Elliott Appel, financial advisor Madison WI
Elliott M. Appel
CRD#: 5926520
Madison, WI

Elliott Appel (CRD# 5926520) is an Investment Advisor Representative working at Kindness Financial Planning in Madison, WI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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