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ATWOOD FINANCIAL PLANNING LLC

· CRD 288941 · IAPD ↗ · 202-964-3599

$15.8MRegulatory AUM
6Advisory reps
6Employees
1020Clients
More than 500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
February 2025 — ATWOOD FINANCIAL PLANNING LLC notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2024 — ATWOOD FINANCIAL PLANNING LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.