Firm
Attune Financial Planning
San Rafael, California
Fee-only
Facts
| Based in | San Rafael, California |
|---|---|
| Website | attunefp.com |
| [email protected] | |
| Phone | (415) 847-0649 |
Attune Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our minimum annual fee is $7,500 ." source
"First $1,000,000 1.00%" source
"Our ongoing fees are based on the investments we manage for you, according to the following tiered schedule:" source
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 · Fixed fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 43 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 159395 |