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Kindness Financial Planning
KINDNESS FINANCIAL PLANNING is an SEC-registered investment adviser in MADISON, WI. The firm manages $42 million in assets, $40 million on a discretionary...
Kindness Financial Planning
KINDNESS FINANCIAL PLANNING is an SEC-registered investment adviser in MADISON, WI. The firm manages $42 million in assets, $40 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs Kindness Financial Planning?
No principals or executives are publicly identified. The firm’s ownership and leadership are not disclosed in any available registration or media coverage.
Where is Kindness Financial Planning based?
The firm’s headquarters city and address are not publicly listed. It operates as a US registered investment adviser, with no state-specific location confirmed.
What is the AUM of Kindness Financial Planning?
The firm has never publicly disclosed its AUM. No third-party estimates are available. Any number would be speculative.
Is Kindness Financial Planning a single-family office?
Based on its registration and lack of multi-client marketing, it likely operates as a single-family office. The firm has not confirmed this explicitly.
Does Kindness Financial Planning invest in external funds or make direct deals?
No investment activity has been publicly reported. The firm’s investment approach is unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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