# Atwood Financial Planning LLC

Atwood Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://atwoodfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/fearless-finance

## Regulatory record

- **CRD number:** 288941
- **SEC file number:** 801-122029
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288941

## About

Atwood Financial Planning LLC is an SEC-registered investment adviser since 2021. The firm manages approximately $16 million in regulatory assets. It has 6 employees and 6 investment advisers.

## Questions

### What investment stages does Atwood typically target?

Atwood targets individual retail and high-net-worth clients, not institutional stages. Its investment approach involves diversified portfolios across public markets, including equities, fixed income, and ETFs. No venture capital or private market stage exposure is documented.

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- [BWE GP II LTD.](https://altss.com/profile/bwe-gp-ii-ltd)
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Last updated: 2026-06-03T20:00:00.000Z

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