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Part 2A of Form ADV: Firm Brochure Atwood Financial Planning Lucite 1 Cover Page Lori Atwood, CFP 2911 33rd Pl NW Washington, DC 20008 By Appointment Only pH: 202 415 0803 Email: Lori@atwoodfinancial.com
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How to fill out form adv part 2a

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To fill out Form ADV Part 2A, follow these steps:
02
Begin by providing your firm's name, address, phone number, and other contact information.
03
Declare whether your firm is an investment adviser or a financial planner.
04
Specify the types of advisory services your firm offers and the fees associated with each service.
05
Describe your firm's educational and professional background, including the qualifications of your staff members.
06
Disclose any conflicts of interest that may exist between your firm and its clients.
07
Detail the disciplinary history of your firm and its employees, if any.
08
Provide information about the custody of client assets and the procedures in place to safeguard those assets.
09
Explain how your firm handles client complaints and provides documentation.
10
Finally, sign and date the form to certify its accuracy and completeness.

Who needs form adv part 2a?

01
Form ADV Part 2A is required for all investment advisers registered with the Securities and Exchange Commission (SEC) or state securities authorities.
02
This form is necessary to provide potential and existing clients with important information about the firm's services, fees, disciplinary history, and potential conflicts of interest.
03
Any investment adviser or financial planner who wishes to offer services to clients in a regulatory-compliant manner needs to fill out Form ADV Part 2A.
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Form ADV Part 2A is a disclosure document used by investment advisers to provide information about their services, fees, and business practices to clients.
All registered investment advisers with the SEC or state regulators are required to file Form ADV Part 2A.
Form ADV Part 2A must be filled out with details including the adviser's services, fee structure, investment strategies, and any disciplinary history. It should be submitted electronically through the IARD system.
The purpose of Form ADV Part 2A is to inform clients about an investment adviser's practices and to facilitate informed decision-making regarding investment advisory services.
Form ADV Part 2A requires reporting on the advisory firm's business, financial condition, services offered, fees charged, and information about the firm's key personnel and any disciplinary history.
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