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They include 358 high-net-worth individuals, 153 individual clients and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Atwood & Palmer offer?","answer":"Atwood & Palmer provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Atwood & Palmer use?","answer":"Atwood & Palmer’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.76B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Atwood & Palmer have?","answer":"Atwood & Palmer has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Atwood & Palmer invest in?","answer":"At the end of its last fiscal year, Atwood & Palmer’s separately managed accounts held 87% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Private Alternative Assets.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Atwood & Palmer?","answer":"Atwood & Palmer’s direct owners are Steven Palmer, Spencer Jones, Peter Sowden and Steven Franke, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Atwood & Palmer get paid?","answer":"Atwood & Palmer is paid through a percentage of assets under management and fixed fees. 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