Atomic Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,600,000
Total clients
18
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$422,222
About
Atomic Planning LLC provides discretionary asset management and related financial planning services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm reports managing about $7.47 million across 18 client relationships and includes financial planning for asset management clients at no additional cost.
Portfolios are constructed to reflect documented client objectives, time horizons and risk tolerance, using a mix of fundamental, technical and cyclical analysis and both long- and short-term strategies. The firm also manages held-away retirement plan participant accounts via a third‑party connectivity platform that enables review and discretionary rebalancing without taking custody of client login credentials.
Compared with many peers, Atomic Planning operates with a small client base and no stated account minimum, offers limited-scope hourly planning engagements in addition to included planning for managed clients, and uses a breakpoint fee schedule that applies the single tier rate to the entire portfolio rather than on a marginal basis. The firm does not vote client proxies, does not accept external compensation for securities sales, and discloses that its principal was previously licensed to sell insurance but will not sell insurance products to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
$0 - $2,000,000: 1.50% Over $2,000,000+: 1.00%
$350 per hour, negotiable
Main office location
Atomic Planning LLC
Gardner KS, United States
Number of offices
1
Most active in
Atomic Planning LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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