Paul Cordero
Attune Financial Planning · San Rafael, California
Paul Cordero is a fee-only financial advisor at Attune Financial Planning in San Rafael, California, who holds the CFP credential. Paul charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,500 a year and 1% a year on the first tier of assets managed).
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Who they serve
- High earners
Facts
| Firm | Attune Financial Planning |
|---|---|
| Based in | San Rafael, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Not currently |
| Assets under management | $32.2M across 117 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5480699 |
| Exams passed | Series 65 (2011) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.attunefp.com |
| Profile |
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Questions about Paul
Is Paul Cordero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Attune Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets and an ongoing planning fee.
How much does Paul charge?
According to Attune Financial Planning's website, checked October 30, 2026: ongoing planning from $7,500 a year; 1% a year on the first tier of assets managed.
Where is Paul Cordero based?
Paul Cordero is based in San Rafael, California.
What credentials does Paul Cordero hold?
Paul Cordero holds the CFP credential.
Is Paul Cordero registered with the SEC?
Yes. Paul Cordero is registered as an investment adviser representative in CA (CRD 5480699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attune Financial Planning manage?
Attune Financial Planning reports $32.2M across 117 accounts in assets under management.
How do I contact Paul Cordero?
Through Paul's website, www.attunefp.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
- Attune Financial Planning 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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