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Kindness Financial Planning

Kindness Financial Planning. CRD 316923

Kindness Financial Planning logo

CRD: 316923

Kindness Financial Planning

Madison, WI
2066515097
kindnessfp.com
$42.0M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Catalyst elementVital +more
Established Date
09-24-2021
Office Locations
1

Office Locations

-- Madison WI

About Kindness Financial Planning

Kindness Financial Planning is a fee-only fiduciary advisor based in Madison, WI, serving clients virtually nationwide. Founder Elliott Appel focuses on retirees, widows, and caregivers, providing comprehensive planning (tax return review and projections, estate plan reviews with attorneys, and insurance guidance) alongside tax-aware, low-cost portfolio management aligned to risk and income needs. Ongoing planning/investment management has a $500k minimum; hourly and limited-scope work has none.

Team overview

32 AVG AGE
$42.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Bridge alpha Optima vertex Alpha Pathway Momentum bridge

Client Personas

Vector prime Element Ridge

CRM

Zenith

Custodian

Matrix Prime pathway Prime optima Vertex vector Capital

Investment Themes

Wave pathway Horizon Legacy atlas Ridge Crest Eagle

Investment Vehicles

Fusion Bridge Meridian vector

Platform

Crest harbor

Services

Vertex delta Crest oak Zenith Vector insight Pioneer Radial Peak unison Delta horizon Harbor foundation

Technology

Alpha vertex Wave Unison Summit delta Crest legacy Alpha Fusion crest

Owner & Executives

E

ELLIOTT MARVIN APPEL

Chief Compliance Officer, Financial Planner, FOUNDER

CRD
#5926520
Ownership
75% or more
(770) 521-5019
wave.north@matrixcapital.com
in linkedin.com/in/meridian-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $39,630,310 --
Non-Discretionary $2,400,733 --
Total $42,031,043 --

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Separately Managed Accounts

Total SMA Asset: $42,031,043

$42.0M Total SMA
Public Funds:
28.1%
Equity - Exchange:
15.6%
Municipal Bonds:
35.7%
Cash:
8.9%
U.S. Government/Agency:
11.7%
Asset class Assets Assets %
Public Funds $1,091,566,516 28.1%
Equity - Exchange $605,994,223 15.6%
Municipal Bonds $1,386,794,471 35.7%
Cash $345,727,473 8.9%
U.S. Government/Agency $454,495,667 11.7%
Total $3,884,578,350 100.0%

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