ATWOOD FINANCIAL PLANNING LLC
CRD 288941 · SEC 801-122029
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.8M
Discretionary AUM
$0
Team
6 total employees; 6 advisory reps; 1020 broker-dealer reps
Clients
More than 500
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 600 | $0 |
| High net worth individuals | 339 | $15.8M |
States served
CA, CO, DC, GA, IL, IA, LA, MD, MA, NE, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.instagram.com/fearlessfinancebyafp
- https://twitter.com/loriatwoodsays
- https://www.youtube.com/channel/UCfy2anwPs2sfLUho-2XXjrQ/featured
- https://www.linkedin.com/company/fearless-finance
- https://www.pinterest.ca/fearlessfinance
- https://www.tiktok.com/@fearlessfinance
- https://www.facebook.com/fearlessfinance
Official SEC filing: View on IAPD