Lori Gulin is a CFP-designated registered investment advisor at Atwood Financial Planning LLC, based in Washington, DC, with 11 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 939 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atwood Financial Planning offers a "Premium Service" for investment management. The annual fee for this service is $3,600, billed quarterly. Clients can cancel after the first year and will not be charged after the quarter in which they cancel.
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori owns Fearless Finance, LLC, a company she started in 2016 to develop budgeting software and an accompanying app. She spends about 10-20% of her time on this non-investment related activity.
Employment History
Current Registrations
Atwood Financial Planning LLC
Previous Registrations
Piper Jaffray & CO.
State Registrations1 state
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