Elizabeth Pennington
Atwood Financial Planning · Des Moines, Iowa
Elizabeth Pennington is a fee-only financial advisor at Atwood Financial Planning in Des Moines, Iowa, who holds the CFP credential. Atwood Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Atwood Financial Planning |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15.8M across 4 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, IA, TX · CRD 7060145 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Elizabeth's firm compares
- Atwood Financial Planning's average account is about $3.9 million, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Elizabeth
Is Elizabeth Pennington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Atwood Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Pennington based?
Elizabeth Pennington is based in Des Moines, Iowa.
What credentials does Elizabeth Pennington hold?
Elizabeth Pennington holds the CFP credential.
Is Elizabeth Pennington registered with the SEC?
Yes. Elizabeth Pennington is registered as an investment adviser representative in DC, IA and TX (CRD 7060145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwood Financial Planning manage?
Atwood Financial Planning reports $15.8M across 4 accounts in assets under management.
How do I contact Elizabeth Pennington?
Through Elizabeth's website, www.pinterest.ca/fearlessfinance.
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
- 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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