# Attune Financial Planning, LLC

> Attune Financial Planning, LLC is a state-registered investment advisory firm in San Rafael, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 159395
- Filed as: ATTUNE FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159395
- AdvisorCensus page: https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395

## Quick answers

**How is Attune Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Attune Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Attune Financial Planning, LLC located?**
Attune Financial Planning, LLC's principal office is in San Rafael, CA, according to its Form ADV.

**Is Attune Financial Planning, LLC registered with the SEC or a state?**
Attune Financial Planning, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159395.

**How much does Attune Financial Planning, LLC manage?**
Attune Financial Planning, LLC reports $32,171,473 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (97% discretionary).

**What types of clients does Attune Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (14).

**Does Attune Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159395

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $32,171,473
- Discretionary: $31,048,441
- Non-discretionary: $1,123,032

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $10,751,215 |
| High net worth individuals | 14 | $21,420,258 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- attunefp.com
- yelp.com/biz/attune-financial-planning-san-rafael
- Facebook @AttuneFP
- LinkedIn @PAUL-CORDERO-CFP®-EA-38950510
- X @PaulCor55761984

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Attune Financial Planning, LLC (CRD 159395): Form ADV filing data as of October 2026.