Catherine Atwood
Founders Grove Wealth Partners · Richmond, Virginia
Catherine Atwood is a fee-only financial advisor at Founders Grove Wealth Partners in Richmond, Virginia, who holds the CFP credential. Catherine focuses on founders (pre-exit), retirement planning and tax planning. Founders Grove Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Divorced individuals
- Multi-generational families
Facts
| Firm | Founders Grove Wealth Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $532.3M across 702 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5857186 |
| Exams passed | Series 63 (2010) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fgwp.com |
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Questions about Catherine
Is Catherine Atwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Founders Grove Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Founders Grove Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Catherine Atwood based?
Catherine Atwood is based in Richmond, Virginia.
What does Catherine specialize in?
Catherine's specialties include founders (pre-exit), retirement planning, tax planning, family wealth transfer and divorce financial planning. Catherine works with founders, retirees, divorced individuals and multi-generational families.
What credentials does Catherine Atwood hold?
Catherine Atwood holds the CFP credential.
Is Catherine Atwood registered with the SEC?
Yes. Catherine Atwood is registered as an investment adviser representative in TX and VA (CRD 5857186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Founders Grove Wealth Partners manage?
Founders Grove Wealth Partners reports $532.3M across 702 accounts in assets under management.
How do I contact Catherine Atwood?
Through Catherine's website, www.fgwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Founders Grove Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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