Financially In Tune

Retirement Planning Firm in Wakefield, MA

Firm Info
Address: 92 Montvale Ave Suite 2050, Stoneham, MA 02180, USA
Phone: (781) 587-0582

Firm Size
Assets Under Management: $171.3 million
# of Advisors: 3
# of Clients: 698
Client to Advisor Ratio: 233:1
Average Account Size: $245,428
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Hourly
  • Fixed Fees (Other than subscription)

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Financially In Tune Overview

Financially in Tune is a registered investment advisory firm that provides investment advice only. The firm has been in business since 2020 and is headquartered in Wakefield, MA. Financially in Tune operates on a fee-only arrangement, ensuring that clients receive unbiased advice with no conflict of interest. The firm offers a range of services, including financial planning and portfolio management for individuals, small businesses, and institutional clients. The team at Financially in Tune provides customized investment solutions that meet the unique needs and goals of each client. With its years of experience and expertise, Financially in Tune also offers the selection of other advisors. The firm assists clients in finding the right professionals to advise them in other financial areas such as accounting, insurance, and legal matters. Financially in Tune offers a comprehensive suite of investment advisory services, helping clients achieve their financial goals and maintain financial wellness.

FINANCIALLY IN TUNE offers comprehensive financial planning and investment management services to a diverse range of clients, including individuals and high net worth individuals. Their extensive experience in the financial industry enables them to cater to the unique needs of their clients, providing personalized solutions that are tailored to their specific goals and aspirations. The firm believes that every client deserves the best possible support and guidance throughout their financial journey, and they strive to deliver exceptional services that exceed expectations. When it comes to fee structures, FINANCIALLY IN TUNE understands that each client may have different needs and preferences. Therefore, they offer flexible options that cater to the specific requirements of each client. Clients can opt for hourly fee structures, which are charged based on the amount of time spent on their financial planning, analysis, and investment management. Alternatively, clients can opt for fixed fees, which provide a clear and transparent breakdown of the services included and the corresponding cost. This type of fee structure is particularly suitable for clients who prefer predictability and certainty in terms of costs. Overall, FINANCIALLY IN TUNE's fee structures are designed to be fair, competitive, and aligned with the value provided to their clients.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Financially In Tune's Part 2 Brochure, the firm does not impose a minimum relationship size or investment minimum. Therefore, clients are not required to meet any specific investment minimum when working with Financially In Tune.

How This Office Can Help Wakefield, MA Residents

Financially In Tune is a financial coaching business that assists clients in Wakefield, MA with their finances. They understand the specific financial situations that someone living in Wakefield may be facing, such as high housing costs, increasing taxes, and job instability. Financially In Tune understands that these challenges can cause stress and anxiety, especially when it comes to finances. Their services range from budgeting and debt reduction to retirement and investment planning. They work one-on-one with clients to develop personalized plans and strategies to help them reach their financial goals. Their approach is holistic and focuses not only on the numbers but also on the client’s overall financial well-being. Whether someone is looking to pay off debt, start investing, or plan for retirement, Financially In Tune is committed to helping their clients achieve financial success.

To view the Minimum Investment and Fee Schedule for Financially In Tune, visit their Part 2 Brochure.

Services Offered by Financially In Tune

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financially In Tune most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Hourly
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 92 Montvale Ave Suite 2050, Stoneham, MA 02180, USA
Phone (781) 587-0582
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 607 NORTH AVENUE, DOOR 18 FLOOR 2, WAKEFIELD, MA 1880, United States

This firm has no other locations.

State Registrations

Financially In Tune is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • New York

Disciplinary History

Financially In Tune does not have any disclosures. Please visit it's Form ADV for more details.