Attainable Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Attainable Wealth LLC provides personalized financial advice and investment services primarily to individuals and also serves high‑net‑worth clients, businesses, and charitable organizations. Its brochure describes services including financial goal setting, retirement and estate planning, tax and insurance review, independent portfolio analyses, and public educational seminars and workshops offered at no charge.
The firm operates chiefly as a co‑advisor, working with Matson Money to implement asset allocation strategies while Matson Money maintains custody and discretionary trading authority; Attainable Wealth supports clients by assisting with paperwork, reviewing custodial statements, and conducting periodic account reviews. The investment approach follows asset‑class allocation and Modern Portfolio/Efficient Market principles implemented through the Matson Money platform, with periodic rebalancing and client‑specific investment policy documentation.
Distinctive aspects noted in the brochure include the firm’s regular public seminars and workshops as part of client outreach and its reliance on the Matson Money platform rather than direct custody or trading. The filing also reports no assets under Attainable Wealth’s direct management at the time of the brochure and describes a fee remittance arrangement with Matson Money, a structure that differs from many small independent advisors who custody and actively trade client assets themselves.
Client services
Expertise
Fee options
Fixed fee of $500 for Portfolio Analysis
$0 - $500,000: 0.99% annually $500,001 - $1,000,000: 0.99% annually $1,000,001 - $4,000,000: 0.85% annually $4,000,001+: 0.50% annually
$150 per hour used for Portfolio Analysis refunds
Minimum fee: $500 fixed fee for Portfolio Analysis Fee-only: Fixed fee of $500 for Portfolio Analysis
Main office
Enterprise AL
Advisors at this office
1
Most active in
Alabama · Minnesota · North Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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