Ukamaka Onyekelu-Eze
Atwood Financial Planning · Richmond Hill, New York
Ukamaka Onyekelu-Eze is a fee-only financial advisor at Atwood Financial Planning in Richmond Hill, New York. 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 | Richmond Hill, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15.8M across 4 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7741171 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Ukamaka'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 Ukamaka
Is Ukamaka Onyekelu-Eze a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ukamaka 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 Ukamaka charge for financial advice?
Ukamaka's firm, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Ukamaka Onyekelu-Eze based?
Ukamaka Onyekelu-Eze is based in Richmond Hill, New York.
Is Ukamaka Onyekelu-Eze registered with the SEC?
Yes. Ukamaka Onyekelu-Eze is registered as an investment adviser representative in NY (CRD 7741171), 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 Ukamaka Onyekelu-Eze?
Through Ukamaka'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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