Attune Financial Planning, LLC

Overview

Attune Financial Planning, LLC is an independent, owner-operated registered investment advisory that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee schedule that includes a percentage of assets under management, fixed fees and other fee arrangements. Investment activity centers on pooled public vehicles—primarily mutual funds and other public funds—alongside use of annuity products and targeted allocations to real estate through third-party managers. Attune operates mainly as a discretionary manager, taking execution authority for client portfolios while retaining a small amount of non-discretionary work. The firm does not position itself as a large-scale capital allocator or pension consultant and does not identify as an active ESG investor. Its client base skews toward mass-affluent and family relationships rather than institutional mandates, and the business model emphasizes personalized planning integrated with portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices