Attuned Wealth LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 23, 2026, Attuned Wealth LLC charges an annual fee of $6,000⁠-⁠$24,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $6,000⁠-⁠$24,000/yr; “Attuned Wealth offers ongoing financial planning services at an annual rate ranging from $6,000 to $24,000 per year.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid in arrears of each quarter, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its annual fee of $6,000-$24,000 spans the New York median of $6,250. 76% of the 80 other New York planners that publish an annual fee charge less.
16 of the 22 other planners in New York that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

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
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343251
Website: attunedwealth.com (opens in new tab)
Phone: (347) 899-7551

Can advise clients in 2 states: North Carolina, New York

Is something on this page wrong or out of date?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.