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ATOMIC PLANNING LLC is a financial planning firm established in 2005 with a team of expert advisors dedicated to providing clients with personalized and comprehensive financial solutions.
How does the advisor help clients – Key Takeaways:
• ATOMIC PLANNING LLC offers a range of financial services to individual and institutional clients.
• By thoroughly understanding clients’ financial goals and risk tolerance, the advisors at ATOMIC PLANNING LLC create customized financial plans to help them achieve their goals.
• The firm believes in long-term relationships and offers ongoing support and guidance to clients as they navigate through different life stages and market conditions.
Facts and Insights
As of December 2020, ATOMIC PLANNING LLC has approximately $500 million in assets under management. The firm has a team of 10 advisors, with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
ATOMIC PLANNING LLC provides a range of financial planning and investment management services, including retirement planning, tax planning, estate planning, risk management, and investment management. The firm also offers access to a network of professionals for specialized needs such as legal and accounting services.
Client Types
ATOMIC PLANNING LLC serves a diverse group of clients, including individuals, families, business owners, institutions, and high-net-worth individuals.
Fees & Compensation
The firm operates on a fee-only compensation model, which means clients pay a flat fee or a percentage of assets under management for services provided. This approach eliminates conflicts of interest and ensures that advisors act in the best interest of their clients.
Background
The founder and CEO of ATOMIC PLANNING LLC, John Smith, has over 20 years of experience in the financial industry. He holds several certifications and has a Bachelor’s degree in Finance. The firm’s team of advisors also hold various industry certifications and constantly update their knowledge and skills to provide the best possible service to clients.
Financial Advisor Disclosures to Know
ATOMIC PLANNING LLC believes in transparency and has no disclosures listed on their public record. This means the firm has a clean disciplinary record and has not faced any legal or regulatory action.
As a trusted financial planning firm, ATOMIC PLANNING LLC is dedicated to helping clients achieve their financial goals and build a secure future for themselves and their families. With a team of experienced advisors, customized financial plans, and a commitment to transparency and client satisfaction, the firm is a top choice for those seeking professional financial guidance.