Atwood & Palmer, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,948,544,722
Clients
511
Advisors
7
of 9 employees
About
Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services such as cash‑flow management, philanthropic planning, and family legacy and education meetings to high‑net‑worth and ultra‑high‑net‑worth individuals, multigenerational families, and institutional clients. The firm works with individual and institutional accounts and coordinates with outside professionals—estate attorneys, accountants, insurance representatives, and bankers—to integrate different aspects of clients’ financial lives.
The firm manages discretionary accounts under individualized Investment Policy Statements and applies both fundamental and technical analysis across long‑ and short‑term equity strategies, options, ETFs, fixed income and alternative investments. For privately offered pooled vehicles and private placements, Atwood & Palmer conducts due diligence, assists with subscription documentation, and provides ongoing monitoring on clients’ behalf.
Atwood & Palmer reports $2,037,056,697 in discretionary assets under management with seven advisors, an unusually high level of AUM per advisor for a team firm and indicative of its emphasis on larger, complex client relationships while retaining flexibility on account minimums. The firm also advises donor‑advised funds, administers proxy voting through a third‑party platform, and discloses a minority ownership interest (under 5%) in a national trust company that it identifies as an alternative custody and trust resource.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00% annually (Taxable Accounts) $2 million - $5 million: 0.75% annually (Taxable Accounts) $5 million - $10 million: 0.55% annually (Taxable Accounts) Over $10 million+: Negotiable flat rate based on client’s unique situation (Taxable Accounts) $0 - $2 million: 0.75% annually (Tax Exempt Accounts) $2 million - $5 million: 0.60% annually (Tax Exempt Accounts) $5 million - $10 million: 0.35% annually (Tax Exempt Accounts) Over $10 million+: Negotiable flat rate based on client’s unique situation (Tax Exempt Accounts)
Main office
4520 Madison Avenue, Suite 200
Kansas City MO 64111-3541
Advisors at this office
7
Most active in
California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Massachusetts · Missouri · Nebraska · Texas
Also doing business as
Atwood & Palmer Inc · Atwood & Palmer, Inc.
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.
Quick links
Advisors at this firm
Matthew E
Series 65
Kansas City, MO
Atwood & Palmer, Inc.
Matthew Eilert is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Creative Planning, LLC, EdgeHill Venture Partners, and the University of Kansas. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to address various aspects of clients' financial lives.
Spencer J
CFA®, Series 63, Series 65
Kansas City, MO
Atwood & Palmer, Inc.
Spencer Jones is a CFA® charterholder with 25 years of industry experience and has been with Atwood & Palmer, Inc. in Kansas City, MO since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Jones serves as Treasurer on the City Personnel Board for the City of Million Hills. Atwood & Palmer, Inc. provides investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm emphasizes individualized Investment Policy Statements and employs a variety of investment strategies across equities, options, fixed income, and alternatives while coordinating with other professionals to address clients’ broader financial needs.
James M
Series 63, Series 65
Kansas City, MO
Atwood & Palmer, Inc.
James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.
Steven P
Series 65
Kansas City, MO
Atwood & Palmer, Inc.
Steven Palmer is a Series 65–licensed advisor with Atwood & Palmer, Inc. in Kansas City, MO, where he has worked since 1990, accumulating 30 years of industry experience. He is part of a seven-advisor team at the firm. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.
Steven F
Series 65, Series 66
Kansas City, MO
Atwood & Palmer, Inc.
Steven Franke is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, with 26 years of industry experience. He has been with Atwood & Palmer since 1996 and holds Series 65 and Series 66 licenses. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.
Peter S
CFA®, Series 66
Kansas City, MO
Atwood & Palmer, Inc.
Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.
Evan L
CFA®
Kansas City, MO
Atwood & Palmer, Inc.
Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.
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