Kindness Financial Planning (KFP) manages investment portfolios based on your individual needs and goals. KFP also offers ongoing comprehensive financial planning, which is included with investment management. KFP also provides financial planning on an hourly basis, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and taxes. KFP could host educational seminars or participate in educational seminars or speaking engagements hosted by other organizations.
Assets Under Management$42M
Clients26
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$42M
www.napfa.org/member/107176/35791 ·connect.xyplanningnetwork.com/find-an-advisor/e... ·kindnessfp.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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