Attune Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,171,473
Clients
57
25% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$564,412
About
Attune Financial Planning is a fee-only registered investment adviser that provides holistic financial planning and ongoing wealth management to individuals, families, and business owners, with a particular focus on clients who are within roughly 10–15 years of retirement or already retired. Services include comprehensive financial plans, investment management, tax and estate planning coordination, one-time financial plans, and limited-scope project retainers.
The firm emphasizes an asset-class, passive investment approach using low‑cost, institutional-class mutual funds and ETFs (including funds from Dimensional Fund Advisors and Vanguard) and seeks to increase tax efficiency through asset location and holding taxable bonds in tax-deferred accounts where appropriate. Attune offers both discretionary portfolio management and non-discretionary or “held-away” advice, and incorporates the client’s tax situation, risk tolerance, and life goals into portfolio construction and periodic reviews.
Noteworthy for a single-advisor firm managing roughly $32 million for about 57 clients, Attune combines CFP® and Enrolled Agent credentials, which supports in‑house tax coordination and the option to prepare clients’ tax returns in addition to planning services. The adviser is fee-only, does not accept commissions, is a DFA-approved advisor, and maintains a minimum annual engagement requirement for its ongoing wealth management relationships, which tends to shape its client mix and service model.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Occupation focus
Retired
Demographic focus
Approaching retirement
Retired
Fee options
Initial Financial Plan fee ranges from $3,500 to $7,500 depending on complexity; Project Retainer typically flat-fee basis
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,000,000: 0.65% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
Hourly fee up to $300 per hour for specific project requests
Wealth Management Program fees paid quarterly based on AUM tiers; quarterly billing in arrears
Account minimum: $750,000 Minimum fee: Minimum annual fee of $7,500 equivalent to $750,000 in AUM; clients with less than this AUM pay difference billed to personal bank account Fee-only: Fee-only firm; no commissions accepted
Main office location
Attune Financial Planning, LLC
San Rafael CA, United States
Number of offices
2
Most active in
Attune Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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