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. The fee is calculated based on a number of factors including your investments, net worth, income and complexity.
As financial planning is an ongoing process, 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.
Our services typically work best with households that meet our client profile. Annual fees start at $3,750* for single households and $7,500* married households.
*Fees are charged quarterly and deducted directly from investments managed on your behalf, from your personal bank account, or a combination of both.