Atwood Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Atwood Financial Planning serves a mix of individual clients, small businesses, trusts, estates, high-net-worth individuals and charities with financial planning, non‑discretionary asset management, concierge and accountability services, small business planning, corporate bundles, seminars and small-group workshops. The firm operates with seven advisors and offers planning and consulting on an hourly, fixed-fee or subscription basis rather than charging percentage‑of‑AUM fees.
The firm’s investment approach emphasizes low‑cost index funds and ETFs with minimal trading and asset allocation guided by client conversations rather than a formal risk questionnaire; Atwood manages client accounts only on a non‑discretionary basis and documents semi‑annual reviews for Premium clients and annual “check‑in” meetings for others. Investment recommendations focus on long‑term allocation, cash‑flow and tax considerations, and the brochure discloses specific hourly and flat fees for services including a $3,600 annual Premium Service fee billed quarterly.
What is noteworthy about Atwood is its combination of multiple client touchpoints and product offerings uncommon for a firm of its size: the brochure describes seminars, online workshops, corporate bundles and an owned financial app (Fearless Finance) that the principal devotes time to, in addition to operating from multiple office locations with a seven‑person team. The firm also reports $0 in discretionary assets and $15.75 million in non‑discretionary assets, reflecting a business model that relies on flat, hourly and subscription revenues rather than traditional AUM percentage billing.
Client services
Expertise
Fee options
Non-discretionary asset management service: $3,600 annually billed quarterly; Concierge services: $360 per 6-month period; Accountability services: $325 per 6-month period billed quarterly; Corporate bundles: $3,600 for 10-hour bundle; Seminars: $1,500 per seminar; Small group workshops: $5,000 (five webinar-style classes)
Lori Atwood New Client: $330/hour; Lori Atwood Existing Client: $310/hour; Katie Van Wyngarden Tax, Retirement Planning and Roth Conversion: $310/hour with one hour prep billed; Other IARs New Client: $280/hour; Other IARs Existing Client: $240/hour; Small business planning: $380/hour
App subscriptions: $1.99 per linked account per month for accounts beyond three accounts
Fee-only: Hourly fees ranging from $240/hour to $330/hour depending on advisor and client status; $380/hour for small business planning
Main office
See officeWashington DC
Advisors at this office
1
Offices (7)
Most active in
California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Iowa · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington
Also doing business as
Atwood Financial Planning · Atwood Financial Planning LLC · Fearless Finance · Gulin, Lori Atwood · Lori Atwood Financial Planning, LLC
Disclosures
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