Kindness Financial Planning

Overview

Kindness Financial Planning operates as a small, independent registered investment adviser organized as an LLC and focused on serving individual and family clients and small businesses. The firm provides financial planning and portfolio management, combining percentage-of-AUM billing with hourly advisory work. Its active mandate is predominantly discretionary: the firm manages most client assets directly rather than acting only in an advisory role. Investment activity centers on collective public investment vehicles as the primary building blocks for client portfolios. The adviser favors mutual funds and other pooled public funds for core equity and fixed-income exposures, while selectively accessing alternative strategies—primarily hedge funds and real estate—through third-party managers. Kindness Financial Planning does not position itself as a multi-state or institutional pension consultant and is not structured as a capital allocator; instead it sources external managers when clients need exposure to alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices