A complete list of active advisors currently associated with Atwood Financial Planning LLC
Warmer can help you find a great advisor at Atwood Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Atwood Financial 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.
You can also browse Atwood Financial Planning LLC's office locations.
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