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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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 charges a flat annual fee of $3,600 for its asset management service, billed quarterly in arrears. This fee applies regardless of the total value of your portfolio. Clients must commit to a one-year term, and early termination requires paying the full year's fee due to upfront work.
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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