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.
We consider financial planning to be an ongoing process so clients typically work with us on a continual basis under our "Attune Partnership Program". This Program includes both the creation of the Initial Financial Plan and on-going services to implement and maintain the Financial Plan.
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 change.
Our annual fee for services are based on your investable assets under management (AUM). The fee includes both comprehensive financial planning and investment management.
Fee Schedule
| Initial Financial Plan | Fees typically start at $1,500 for singles and $3,000 for couples. |
| Attune Partnership Program | After Initial Financial Plan, annual fee start at 1% on the first $1 million of AUM*. |
*The minimum annual fee is $5,000 which is equivalent to $500,000 in AUM. Clients with less than this AUM amount will be charged for the difference and billed to their personal bank account. In some cases, the minimum annual fee could be increased above $5,000 depending on the complexity of the client's situation.
