# ATWOOD FINANCIAL PLANNING LLC

ATWOOD FINANCIAL PLANNING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 288941
- Type: SEC-registered investment adviser
- SEC file number: 801-122029
- Phone: 202-964-3599
- Latest filing: 2026-02-19
- Regulatory AUM: $15.8M
- Non-discretionary AUM: $15.8M
- Clients: 6
- Accounts: 4

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lori Atwood Gulin | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Pennington | SENIOR ASSOCIATE | — |
| GULIN LORI ATWOOD | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Pennington Elizabeth | SENIOR ASSOCIATE | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 508 243 2323 |
| — | — | 1 | 845 803 3994 |
| — | — | 1 | 917 620 4217 |
| — | — | 1 | 715 456 9794 |
| — | — | 1 | (509) 903-5990 |
| — | — | 1 | 508 243 2323 |
| — | — | 1 | 845 803 3994 |
| — | — | 1 | 917 620 4217 |
| — | — | 1 | 715 456 9794 |
| — | — | 1 | (509) 903-5990 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288941/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288941/similar
- Related entities: https://search.stillhousedata.com/firm/288941/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288941

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.