$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 06-18-2021
- Office Locations
- 1
Office Locations
-- Gardner KS
About Atomic Planning LLC
Atomic Planning is an independent RIA focused on pre-retirees with $1M+ in 401(k)/IRA savings, building retirement income plans designed to reduce lifetime taxes and avoid Medicare and Social Security pitfalls while addressing risk and estate-planning gaps. Portfolios are implemented primarily with ETFs and public funds on the Altruist platform.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$422.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima Vital Oak
Client Personas
Momentum
Custodian
Delta matrix Eagle Vital pioneer Vital Vertex pathway
Investment Themes
Eagle Oak
Investment Vehicles
Signal
Platform
Frontier bridge
Services
Focus North Glacier pioneer Beacon Frontier Oak signal
Technology
Bridge meridian
Owner & Executives
Ryan James Kilkenny
Chief Compliance Officer, Financial Planner, Founder, Managing Member
- CRD
- #6960839
- Ownership
- 75% or more
(491) 283-6193
quantum.prime@insightcapital.com
in linkedin.com/in/fusion-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,600,000
Equity - Exchange:
45.7% Cash:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,921,025,675 | 45.7% |
| Cash | $2,282,531,600 | 54.3% |
| Total | $4,203,557,275 | 100.0% |