ATTUNE FINANCIAL PLANNING, LLC

ATTUNE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 159395). Regulatory assets under management: $32.2M.

Registration

• CRD: 159395
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search