Peter Sowden
Atwood & Palmer · Kansas City, Missouri
Peter Sowden is a fee-only financial advisor at Atwood & Palmer in Kansas City, Missouri, who holds the CFA credential. Peter charges a percentage of assets and a flat fee or retainer (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Atwood & Palmer |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $2.04B across 1,362 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO · CRD 4741810 |
| Exams passed | Series 66 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atwoodpalmer.com |
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Questions about Peter
Is Peter Sowden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Atwood & Palmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets and a flat fee or retainer.
How much does Peter charge?
According to Atwood & Palmer's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Peter Sowden based?
Peter Sowden is based in Kansas City, Missouri.
What does Peter specialize in?
Peter's specialties include family wealth transfer. Peter works with ultra high net worth and multi-generational families.
What credentials does Peter Sowden hold?
Peter Sowden holds the CFA credential.
Is Peter Sowden registered with the SEC?
Yes. Peter Sowden is registered as an investment adviser representative in MO (CRD 4741810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwood & Palmer manage?
Atwood & Palmer reports $2.04B across 1,362 accounts in assets under management.
How do I contact Peter Sowden?
Through Peter's website, www.atwoodpalmer.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
- Atwood & Palmer 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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