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
Alexandria, VA
Credentials
Series 65
Industry experience
6 years
Kimberly Weihbrecht is a financial advisor at Atwood Financial Planning LLC in Alexandria, VA, holding a Series 65 designation and having six years of industry experience. She has worked at Atwood since 2020 and concurrently serves as an Operations Research Analyst for the U.S. Department of Energy, focusing on energy statistics and data collection related to coal use and international coal trading. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities with comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment strategy, and non-discretionary portfolio management, while also offering unique programs such as concierge services, seminars, and a branded finance app.
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
Alexandria, VA
District of Columbia · Virginia
Atwood Financial Planning
2020 - Present (6 years)
U.S. Department of Energy
2017 - Present (9 years)
Information Millennium Group Inc.
2015 - 2017 (2 years)
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Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
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