Kimberly Weihbrecht
Atwood Financial Planning · Alexandria, Virginia
Kimberly Weihbrecht is a fee-only financial advisor at Atwood Financial Planning in Alexandria, Virginia. 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 | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15.8M across 4 accounts |
| SEC registration | Investment adviser representative in DC, VA · CRD 7225274 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Kimberly'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 Kimberly
Is Kimberly Weihbrecht a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly 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 Kimberly charge for financial advice?
Kimberly's firm, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Weihbrecht based?
Kimberly Weihbrecht is based in Alexandria, Virginia.
Is Kimberly Weihbrecht registered with the SEC?
Yes. Kimberly Weihbrecht is registered as an investment adviser representative in DC and VA (CRD 7225274), 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 Kimberly Weihbrecht?
Through Kimberly'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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