Elliott Appel is a CFP-designated registered investment advisor at Kindness Financial Planning, based in Madison, WI, with 13 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 26 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Client accounts may be aggregated in a “household” for purposes of determining the fee breakpoints. Fees are not negotiable, but KFP may reduce or amend fees for employees of the firm or their friends and family.
Fee Estimator
Contact
Elliott Appel
Location
Madison, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Elliott holds an insurance license and provides insurance reviews and guidance, but does not sell insurance products. He also writes content for a blog, hosts a podcast, writes books, and volunteers for two non-profit organizations providing financial education.
Employment History
Current Registrations
Kindness Financial Planning
Previous Registrations
Directional Financial Services
Empirical Wealth Management
State Registrations3 states
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