Atomic Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atomic Planning is an independent, single-advisor advisory firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth individuals, trusts, estates, and business entities. Services include ongoing portfolio management, limited-scope (hourly) financial planning, and recently added estate planning support.
The firm implements diversified, risk‑based portfolios using no‑load mutual funds, ETFs, and individual equities and employs fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions. Atomic Planning maintains discretion to execute trades and also reviews and rebalances accounts at least quarterly; it additionally manages held‑away employer plan accounts via a third‑party platform that permits discretionary oversight without the firm taking custody.
Compared with many peers, Atomic Planning operates with a very small client base (about 18 clients) and approximately $7.6 million in assets under management, reports no account minimum, and uses a breakpoint fee schedule that applies a single fee rate to the entire portfolio rather than a blended tiered calculation. The firm does not vote client proxies (clients receive and vote their own proxies) and bills AUM fees monthly in arrears.
Client services
Expertise
Fee options
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: 0.70%
$500 per hour
Main office
Gardner KS
Advisors at this office
1
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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