Firm
Attentive Investments
Stockton, California
Fee-only
Attentive Investments at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 5 employees and 430 individual clients, 45 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 1,079 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Stockton, California |
|---|---|
| Website | attentiveinv.com |
| Phone | (209) 636-4931 |
Attentive Investments fees
Attentive Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $197 million |
| Individual clients | 385 |
| High-net-worth clients | 45 |
| Accounts managed | 1,079 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121822) |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 315478 |