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ATWOOD FINANCIAL PLANNING LLC
CRD 288941File 801-122029
APPROVED
Retail clients
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.8M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $15.8M
Clients
939
4 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 6, 2021
- Principal office
- Not reported
- Phone
- 202-964-3599
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $15.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 4
- Total accounts
- 4
- AUM per client
- $17K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| High net worth individuals | 339 | $15.8M |
| Individuals (other than high net worth individuals) | 600 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Other advisory activities
- Financial planning services
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.