# ATTUNE FINANCIAL PLANNING, LLC

ATTUNE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 159395
- Type: SEC-registered investment adviser
- Phone: 415-847-0649
- Latest filing: 2026-01-14
- Regulatory AUM: $32.2M
- Discretionary AUM: $31.0M
- Non-discretionary AUM: $1.1M
- Clients: 2
- Accounts: 117

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159395/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159395/similar
- Related entities: https://search.stillhousedata.com/firm/159395/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159395

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.