Attune Financial Planning, LLC fees and pricing
Financial planner in San Rafael, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Attune Financial Planning, LLC charges a flat or project fee of $3,500-$7,500 and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$7,500
“The fee ranges from $3,500 to $7,500 depending on the complexity of the Client’s situation.”
- Annual fee
- $7,500/yr
“The minimum annual fee is $7,500 which is equivalent to $750,000 in AUM.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Attune Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The AUM Fee is charged on a quarterly basis, in arears, and is billed in April, July, October, and January.”
- “Clients with less than this AUM amount will be charged for the difference and billed to their personal bank account.”
- “In AFP’s sole discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”
How Attune Financial Planning, LLC’s fees compare
- Its flat or project fee of $3,500-$7,500 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
- Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.
- 1 of the 2 other planners in San Rafael that publish an annual fee charge less.
About Attune Financial Planning, LLC
“Attune Financial Planning (AFP) is a Fee-Only holistic financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals and families.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 57
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,171,473
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159395
- Phone
- (415) 847-0649
Other planners in San Rafael that publish fees
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
- IntegrousSan Rafael$175-$300/hr, $2,500-$10,000
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.