Lori Gulin
Atwood Financial Planning · Washington, District of Columbia
Lori Gulin is a fee-only financial advisor at Atwood Financial Planning in Washington, District of Columbia, who holds the CFP credential. Atwood Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Lori →
Facts
| Firm | Atwood Financial Planning |
|---|---|
| Based in | Washington, District of Columbia |
| 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 · CRD 4451397 |
| Exams passed | Series 66 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Lori's firm compares
- Atwood Financial Planning's average account is about $3.9 million, from its Form ADV (assets managed divided by 4 accounts).
Request an introduction to Lori
Tell Lori a little about what you're looking for. Lori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lori
Is Lori Gulin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori 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 Lori charge for financial advice?
Lori's firm, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Lori Gulin based?
Lori Gulin is based in Washington, District of Columbia.
What credentials does Lori Gulin hold?
Lori Gulin holds the CFP credential.
Is Lori Gulin registered with the SEC?
Yes. Lori Gulin is registered as an investment adviser representative in DC (CRD 4451397), 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 Lori Gulin?
Through Lori'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.
See something wrong? Request a correction. Read our methodology.