Attune Financial Planning is a Fee-Only wealth management firm. We provide comprehensive financial planning, tax planning, and investment portfolio management services for clients throughout Marin County, the greater Bay Area, and beyond. We are able to meet our clients in-person or virtually via Zoom depending on their needs and preference.
Wealth Management
This is our core service offering and is most appropriate if one or more of the following pertains to you: (1) You meet our Who We Serve client profile, (2) You have accumulated $750,000 or more in investable assets, (3) You want an ongoing relationship with a trusted financial planner who will provide you with comprehensive financial planning and professional investment portfolio management support.
Fees start at $1,875 per quarter. When investable assets exceed $750,000, fees are based on a percentage of assets managed.