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Wealth manager, independent

Atwood Financial Planning LLC

SEC-registered investment adviser · CRD 288941 · SEC 801-122029

At a glance

Atwood Financial Planning LLC is an SEC-registered investment adviser based in United States, with $16 million in regulatory assets under management as of its Form ADV filed February 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 939 individual clients. By Form ADV it is a wealth manager, ranked 8,732nd of 8,915 wealth managers and 16,246th of 17,210 SEC-registered advisers by assets.

LinkedInAs filed on Form ADV

Regulatory AUM
$16M
Rank among wealth managers
#8,732 of 8,915
Rank among all SEC RIAs
#16,246 of 17,210
Individual clients
939
High-net-worth clients
339
Accounts
4
Discretionary
0% of AUM
Employees
6
Advisory staff
6
Offices
6

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Vanguard$15M

Other RIAs using Vanguard

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals339$16M100%
Individuals600$0M0%

Disciplinary disclosures

Atwood Financial Planning LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Educational seminars and workshops
  • Other services

How it’s paid

  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Atwood Financial Planning LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 4 years of filings
Locked
Growth over one, three and five years
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Rank against 222 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Atwood Financial Planning LLC manage?

Atwood Financial Planning LLC reports $16 million in regulatory assets under management across 4 accounts, on its Form ADV filed February 19, 2026.

What kind of firm is Atwood Financial Planning LLC?

Atwood Financial Planning LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Atwood Financial Planning LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($16 million, 339 clients); individuals ($0, 600 clients).

Does Atwood Financial Planning LLC have any disciplinary history?

Atwood Financial Planning LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Atwood Financial Planning LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →