Katherine Haynes
Atwood Financial Planning · Fort Collins, Colorado
Katherine Haynes is a fee-only financial advisor at Atwood Financial Planning in Fort Collins, Colorado. 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 | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15.8M across 4 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7234409 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Katherine'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 Katherine
Is Katherine Haynes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Haynes based?
Katherine Haynes is based in Fort Collins, Colorado.
Is Katherine Haynes registered with the SEC?
Yes. Katherine Haynes is registered as an investment adviser representative in CO and TX (CRD 7234409), 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 Katherine Haynes?
Through Katherine'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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