A complete list of active advisors currently associated with Atomic Planning LLC

Warmer can help you find a great advisor at Atomic Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Atomic Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Kilkenny	Gardner, KS	8

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