Atomic Planning LLC

Overview

Atomic Planning LLC is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s investment posture is equity-weighted: Exchange-traded equities are the primary allocation vehicle and form the bulk of client portfolios. Advisory services are delivered under a blended fee model (percentage of AUM plus hourly and fixed-fee engagements), and the firm manages discretionary mandates for its client base. Atomic Planning does not position itself as an ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices