Attentive Investments, LLC fees and pricing
Financial planner in Stockton, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Attentive Investments, LLC charges $102 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $102/hr
“Certified Financial Planner Clerical Associate $250.00 per hour $102.50 per hour Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Attentive Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts with a value of $50,000 and more are billed at the end of each calendar quarter, calculated on the value of assets under management as of the last day of the calendar quarter.”
- “Fees may be negotiable under certain circumstances. 6 Clients or the Firm may terminate on 10 days written notice.”
- “Upon termination, fees will be prorated to the date of termination.”
How Attentive Investments, LLC’s fees compare
- Its hourly rate of $102 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
About Attentive Investments, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 430
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $197,494,206
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315478
- Phone
- (209) 636-4931
Other planners in Stockton that publish fees
- Findec Wealth Services, Inc.Stockton$1,500-$5,000
- Lee R. Robinson & AssociatesStockton$1,000-$25,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.