Financially in Tune's Form ADV discloses 1.50% on the first $100,000, 1.50% on the next $400,000, 1.25% on the next $500,000, 1.00% on the next $2 million, and negotiable rates above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #156200), Financially in Tune is subject to fiduciary duty under federal law.
Financially in Tune is headquartered in STONEHAM, MA.
Financially in Tune serves 116 high-net-worth clients according to their SEC filing dated February 5, 2026. View client details ↓
According to their SEC Form ADV, Financially in Tune offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Financially in Tune manages $326 million in client assets according to their SEC filing dated February 5, 2026.
According to their SEC Form ADV, Financially in Tune serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓