Legal

Disclosures

How we are registered, how we are paid, and the conflicts we manage. The fine print, in plain English.

Last updated: August 2026

Who We Are

Attend Wealth Inc. ("Attend," "we," "us") is an investment adviser registered with the state of Georgia. Our firm CRD number is 335194. Registration as an investment adviser does not imply a certain level of skill or training. You can review our registration, our advisers, and our full regulatory filings at any time through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Our Fiduciary Standard

When we provide investment advisory services, we act as a fiduciary under applicable investment adviser law. That means we are required to act in your best interest, to disclose material conflicts of interest, and to place your interests ahead of our own in our advisory work. This fiduciary standard applies to our advisory services.

How We Are Paid, and the Conflicts That Creates

Attend is a fee-based firm. Most of what you pay us is a transparent advisory fee. Separately, when clients choose to implement insurance recommendations, insurance products may pay commissions. We tell you what those commissions are before anything is placed, and you are never obligated to implement insurance through us.

In plain terms: receiving commissions on insurance products creates a financial incentive to recommend them. We manage that conflict by disclosing it up front, by putting our advisory work under a fiduciary standard, and by separating advice from implementation so you can take our recommendations anywhere.

Anthony Colunga is also a registered representative of Park Avenue Securities LLC and a licensed insurance agent. Compensation received in those capacities is separate from Attend's advisory fees and is disclosed to you. Details are in his Form ADV Part 2B brochure supplement, linked below.

Advisory Fees

  • Asset management fees are tiered and range from 1.50% per year on smaller portfolios down to 0.65% per year at the highest tier. Your exact schedule is stated in your advisory agreement.
  • Standalone financial planning engagements range from $1,500 to $10,000 depending on scope and complexity, quoted before work begins.
  • We do not impose account minimums.
  • You may terminate your agreement at any time. If you terminate within five business days of signing, any prepaid fees are refunded in full.

Advisory fees are described in full in our Form ADV Part 2A. Custodians, fund managers, and insurance carriers charge their own fees and expenses, which are separate from ours.

Custody of Your Assets

Attend does not take physical custody of client assets. Advisory accounts are held at Charles Schwab & Co., Inc., a qualified custodian, in your name. You receive statements directly from the custodian and should compare them with any reports you receive from us.

Investment Risk

Investing involves risk, including the possible loss of the money you invest. Nothing on this website is a guarantee of performance or a promise of results. Past performance is not indicative of future results. Any examples, projections, or calculator outputs on this site are hypothetical, are for illustration only, and do not represent actual client results.

Client Reviews and Recognitions

Reviews shown on this site are drawn from publicly available Google reviews written by clients and others in their own words. No one was compensated for a review, and no material conflicts of interest exist between Attend and the reviewers beyond the client relationship itself, unless otherwise noted. A review reflects one person's experience and is not a guarantee of your experience or of future results.

References to the Georgia Business Journal's "Best of Georgia" program reflect a nomination administered by the Georgia Business Journal based on public voting. Attend did not pay to be nominated. Nominations and awards are not indicative of future performance and are not an endorsement by any regulator.

Educational Content Only

Articles, guides, calculators, webinars, podcasts, and tools on this site are educational. They are general in nature, are not individualized investment, tax, legal, or insurance advice, and should not be acted on without advice specific to your situation. Nothing on this site is an offer to buy or sell any security, or a solicitation of advisory services in any jurisdiction where we are not properly registered or exempt from registration.

Third-Party Links and Marks

This site links to third-party websites and portals, including custodians, insurance carriers, and planning software providers. Those sites are governed by their own terms and privacy policies, and we are not responsible for their content. Third-party names and logos are the trademarks of their respective owners; their appearance here identifies the services clients use and does not imply sponsorship or endorsement of Attend.

Our Regulatory Documents

If you would like any of these documents mailed to you, or have a question about anything on this page, write to info@attendwealth.com or call (281) 541-4808.