Comprehensive Fee Structure
Attune Financial Planning is a Fee-Only firm. Meaning, our compensation is based only on the comprehensive financial planning and investment management services we provide. We do not receive commissions, referral fees, or third-party incentives of any kind. We are committed to serving you in a fiduciary capacity and therefore we work on behalf of your interests only. We are committed to providing you with objective and unbiased advice at all times.
Due to the amount of time and care involved with our tax and life-planning centered approach, our services generally work best for clients that meets our Who We Serve profile.
Your specific annual fee will be determined and explained to you during our Becoming A Client process. Depending on your financial situation or preference, your annual fee will be based on your investable assets under management (AUM), on a fixed annual fee, or a combination of both.
Attune Financial Planning holds all clients' investment accounts at TD Ameritrade who charges custodial fees, including funds transfer fees and transaction fees. These fees are in addition to Attune Financial Planning's management fee.
There is a separate fee charged for the preparation of tax returns. This fee starts at $250 per tax return.