Financially In Tune, Llc
- Regulatory AUM
- $326M
- Discretionary
- $319M
- Clients
- 175
- Avg AUM / client
- $1.9M
- Accounts
- 864
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $32.6M | 9.99% |
| High net worth individuals | 116 | $294M | 90.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeanne Gibson Sullivan | Managing Member/Principal | CFP | Jan 2011 (16y) | 50% – 75% |
| Amanda Anne Magee | Minority Shareholder/Principal | Feb 2017 (9y) | 10% – 25% | |
| Philip Clayton Lee | Minority Shareholder/Principal/Chief Compliance Officer | CFP | Feb 2017 (9y) | 10% – 25% |
| Jennifer Dewey Kundrot | Registered representative | CFP | Jun 2022 (4y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $265M (81% of AUM) Feb 2026
- Charles Schwab & Co. $49.3M (15% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗