Paul Cordero is a CFP-designated registered investment advisor at Attune Financial Planning, LLC, based in San Rafael, CA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 57 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
The minimum annual fee is $7,500.
Fee Estimator
Contact
Paul Cordero
Location
San Rafael, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Attune Financial Planning, LLC
Previous Registrations
Edward Jones
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I founded Attune Financial Planning because I saw a huge need for comprehensive, unbiased financial planning advice for everyday working people who have very real concerns about how to protect their family, buy a home, save for retirement and fund their children’s college education. I am passionate about helping you solve your problems and achieve your goals through an integrated and holistic approach to financial planning.