Disclosures
This page is the fine print: who we are, how we’re registered, and how to read everything else on this site.
Our registration
Attuned Wealth LLC (“Attuned Wealth,” “we,” “us”) is an investment adviser registered with the State of New York. Our firm CRD number is 343251. Registration as an investment adviser does not imply a certain level of skill or training, and it does not mean any regulator has endorsed the firm.
You can view our registration record and Form ADV filings on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. Our current Form ADV Part 2A brochure and Part 2B brochure supplement are also available from us at no charge — email hello@attunedwealth.com.
Where we can do business
Attuned Wealth may only transact business in states where it is registered or where it is excluded or exempted from registration requirements. This website is general information made available to residents of the United States; it is not a solicitation or offer of advisory services in any state where we are not authorized to provide them. Follow-up, individualized responses that involve rendering personalized investment advice for compensation will not be made without first complying with the applicable state’s registration requirements or a valid exemption or exclusion.
Information, not advice
The content on this site — including any articles, examples, and tools — is general and educational. It is not individualized investment, tax, or legal advice, and it does not take your objectives, finances, or circumstances into account. Reading this site, emailing us, or booking an introductory call does not make you a client. An advisory relationship with Attuned Wealth begins only when both of us have signed a written advisory agreement.
No offer or recommendation
Nothing on this site is an offer to sell or a solicitation of an offer to buy any security, and nothing here is a recommendation of any specific security, portfolio, strategy, or account type.
Risk and performance
All investing involves risk, including the possible loss of the money you invest. Diversification and asset allocation reduce certain risks but do not guarantee a profit or protect against loss. Past performance does not guarantee future results. Any figures, illustrations, or hypothetical examples on this site are for education only; they are not projections, and no one should expect similar results. Tax strategies discussed on this site depend on your individual circumstances and on tax law, both of which change.
Services and fees
Descriptions of our services, tiers, and pricing on this site are summaries. The complete description — services, fee schedules, billing practices, and conflicts of interest — is in our Form ADV Part 2A and in each client’s advisory agreement, and those documents control if anything on this site differs. Financial planning and investment management are separate services with separate fees; you can engage either or both. Where account minimums apply, we may reduce or waive them at our discretion.
Attuned Wealth is a fee-only adviser. Our only compensation is the advisory fees our clients pay us. We do not earn commissions, and we do not accept payment from any third party for recommending a product or service.
Tax and legal matters
Our planning work addresses tax strategy, but we do not prepare tax returns, provide legal advice, or draft legal documents. Nothing on this site is tax or legal advice. For matters that require a CPA or an attorney, work with one — and with your permission, we’re glad to coordinate with them.
Communications
Email, text messages, and voicemail are not monitored continuously. Please do not send time-sensitive instructions — such as trade requests or requests to move money — through those channels. Instructions are not effective until we have received them and confirmed them with you.
Third-party links and tools
This site links to third-party websites and services, such as our custodian, client portal, scheduling tool, and regulatory databases. Links are provided for convenience. We do not control those sites, we are not responsible for their content, availability, or accuracy, and your use of them is governed by their own terms and privacy policies.
Testimonials
This site does not contain client testimonials or endorsements, paid or otherwise.
Accuracy and changes
We work to keep this site accurate and current, but content can become outdated, and we may change it at any time without notice. If anything on this site conflicts with our Form ADV or your advisory agreement, the ADV and the agreement control.
Intellectual property
All content on this site is the property of Attuned Wealth LLC unless otherwise noted and may not be reproduced without written permission.
Contact
Effective date: August 15, 2026. Last updated: August 15, 2026.