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Helping You Stay on the Right Financial Course

Attune Financial Planning is a Fee-Only wealth management firm.  We provide comprehensive financial planning, investment portfolio management, and tax preparation 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.  

We offer four different service models depending on where you are in your life

Wealth Management Model

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, or (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.

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Financial Plan Only Model

This program is a good fit for you if you are a younger professional  that is building your career, family, and wealth.  The Wealth Management Model doesn't fit your needs at this time but you would like help in creating a financial plan that you can then implement on your own.

Depending on your situation, we will have 3 to 4 sessions where we will cover the important aspects of your financial life.  At the end of our last session you will be provided a detailed action plan for you to execute on your own.  If desired, follow-up meetings or annual check-ups can be scheduled on an hourly basis (see below).

Fees range from $3,000 to $6,000 based on complexity.

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Investment Management Only Model

This program is a good fit for you if you want someone to professionally manage your investments.  However, on-going wealth management is not a good fit at this time.  There is no minimum assets required for this service.   Note:  Once your managed investment account exceed $750,000, you are automatically given access to our Wealth Management service model.

AUM Fees start at 1% of assets managed.

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Hourly Services Model

This program is designed for Financial Plan Only clients who are coming back for a  quarterly or yearly check-up.   This program also serves Investment Management Only clients and others who have one or two specific financial planning issues that need immediate attention.

Fees start at $250 per hour

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