Atwood & Palmer, INC.
Kansas City, MO·SEC-registered · CRD #104995
Atwood & Palmer, INC. is an SEC-registered investment advisory firm in Kansas City, MO managing $2.0B across 1.4k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
1.4k
Advisory staff
6
Fee model
Fee-based
How Atwood & Palmer, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Atwood & Palmer, INC.
How much does Atwood & Palmer, INC. manage?
Per its most recent SEC Form ADV filing (02/20/2026), Atwood & Palmer, INC. reports $2.0B in regulatory assets under management across roughly 1.4k client accounts.
How does Atwood & Palmer, INC. charge?
Atwood & Palmer, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Atwood & Palmer, INC. a fiduciary?
Yes. Atwood & Palmer, INC. is registered with the U.S. Securities and Exchange Commission (CRD #104995), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Atwood & Palmer, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Atwood & Palmer, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Kansas City, MO
Profile compiled from Atwood & Palmer, INC.'s public SEC Form ADV filing (CRD #104995, filed 02/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Atwood & Palmer, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Atwood & Palmer, INC.? Claim this profile.