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CPAs & Advisors... Help Your Clients by Adding Financial Planning Today
The CPA’s Challenge
✔️ Your clients already turn to you for advice beyond taxes:
• “Can I afford to retire?”
• “Should I use a Roth or Traditional IRA?”
• “How should I invest my 401(k) rollover?”
• “What’s the best way to help my kids or grandkids?”
✔️ You’re already answering these questions — usually for free — while outside advisors get paid (and sometimes steer your clients in the wrong direction).
✔️ You’d like to offer more value and protect your relationships — but don’t have the time or resources to build your own financial planning or investment business.
The Solution: Partner With Us
✔️ We make it easy to offer formal financial planning and investment advice as part of your CPA practice — and earn fees for the advice you already give.
✔️ We provide the platform, tools, and support.
✔️ You keep the client relationship and focus on what you do best: Helping Clients!
Why This Makes Sense for You
✔️ Get paid for advice you’re already giving
✔️ Keep your best clients from leaving for outside advisors
✔️ Deliver more value without adding more work
✔️ Avoid the cost and risk of building your own investment practice
✔️ Leverage a turnkey platform and team while staying client-focused
How It Works
✔️ Obtain your PFS (12 hours CPE + 2 hour exam) OR Series 65 License
✔️ We train you
✔️ You start offering planning and investment advice — with our full support.
You would be an Investment Advisor Representative under our Registered Investment Advisory firm, Kidd Financial Planning, LLC, and would be the listed advisor on client statements. The idea is to keep the umbrella brand minimal and have the focus remain on you, the advisor.
How You Get Paid
We offer fee-based financial planning tied to a percentage of assets under management. You earn a share of the revenue your clients generate.
Payouts to advisors range from 50% to 88% of revenue depending on revenue generated.
Who Is A Good Fit?
We work well with experienced CPAs — whether you’re building your firm or preparing to wind down.
If You’re Growing and Building Your Practice
✔️ Attract and retain high-value clients by offering more than tax prep
✔️ Monetize the planning conversations you already have
✔️ Differentiate your firm and create recurring revenue
✔️ Add value now, without building your own infrastructure
Our platform helps you grow faster, serve clients more completely, and protect your book from outside advisors.
If You’re Established and Looking to Scale Back
✔️ Reduce your workload while staying engaged with clients
✔️ Monetize your advisory conversations
✔️ Make your firm more valuable and marketable to a successor
✔️ Shift from tax-heavy work to higher-value, relationship-driven planning
Our platform lets you ease into semi-retirement while maintaining income and flexibility.
Why It Works Across Career Stages
✔️ Flexible & scalable — grow it or keep it light
✔️ No heavy lifting — we handle operations and oversight
✔️ Protects and monetizes the trust you’ve built
Kidd Financial Planning is a Michigan Registered Investment Advisor. Reference to registration does not imply any particular level of qualification or skill. Investment advisory services available only in jurisdictions where Kidd Financial Planning is appropriately registered. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.