Comprehensive Fee Structure
Attune Financial Planning is a Fee-Only firm. We do not receive commissions, referral fees, or third-party incentives of any kind. Our annual fee for services include both comprehensive financial planning and investment management.
After we get to know you better through our Becoming a Client process, we will calculate your annual fee based on a number of factors including your investments, net worth, income and complexity. Fees are billed quarterly and are deducted directly from investments managed on your behalf, from your personal bank account, or a combination of both.
We consider financial planning to be an ongoing process so most clients typically work with us on a continual basis under our "Attune Partnership Program". The ongoing nature of our relationship will help keep you on track to reach your goals and allows us to make adjustments to your Financial Plan as your circumstances changes.
While we do not have investment account minimums, our services typically work best with households that meet our client profile.
