ATWOOD & PALMER, INC.
SEC RegisteredPlanning for Generations
About the firm
Atwood & Palmer is an independent, fee-only registered investment advisor founded in 1990. They serve a select group of high-net-worth individuals, multigenerational families, and their charitable funds, providing comprehensive oversight and execution typically reserved for a private family office.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive oversight and execution of complex personal and professional assets, wealth management with a long-term lens focused on preservation and growth of generational wealth, delivered as a fiduciary fee-only advisor
Who they serve
High-net-worth individuals, multigenerational families, and their charitable funds (foundations)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 153 | $36M |
| High Net Worth Individuals | 358 | $1.9B |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Taxable $0-$2M | 1.00% |
| Taxable $2-$5M | 0.75% |
| Taxable $5-$10M | 0.55% |
| Tax Exempt $0-$2M | 0.75% |
| Tax Exempt $2-$5M | 0.60% |
| Tax Exempt $5-$10M | 0.35% |
| Donor Advised Funds | 0.45% |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATWOOD & PALMER, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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