Advisor at Atwood Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Collins, CO
Credentials
Series 65
Industry experience
5 years
Katherine Haynes is a Series 65-licensed financial advisor at Atwood Financial Planning LLC in Fort Collins, Colorado, with five years of industry experience. She has worked at Apollo Energy since 2019 and previously at EcoMark Solar from 2014 to 2019. Outside of financial advising, she co-owns Alpaca Imports LLC, a wholesale apparel and accessories import business. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management, alongside supplemental programs such as concierge services and employer-focused small-business planning.
Based on Atwood Financial Planning LLC
Based on Atwood Financial Planning LLC
Non-discretionary asset management service: $3,600 annually billed quarterly; Concierge services: $360 per 6-month period; Accountability services: $325 per 6-month period billed quarterly; Corporate bundles: $3,600 for 10-hour bundle; Seminars: $1,500 per seminar; Small group workshops: $5,000 (five webinar-style classes)
Lori Atwood New Client: $330/hour; Lori Atwood Existing Client: $310/hour; Katie Van Wyngarden Tax, Retirement Planning and Roth Conversion: $310/hour with one hour prep billed; Other IARs New Client: $280/hour; Other IARs Existing Client: $240/hour; Small business planning: $380/hour
App subscriptions: $1.99 per linked account per month for accounts beyond three accounts
Fee-only: Hourly fees ranging from $240/hour to $330/hour depending on advisor and client status; $380/hour for small business planning
Fort Collins, CO
Colorado · Texas
Apollo Energy
2019 - Present (7 years)
EcoMark Solar
2014 - 2019 (5 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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