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Dennis Tender

Dp Grow LLC
36 Years of Experience
Richmond, VA
3 DisclosuresSells Insurance
View SEC Summary
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Dennis Tender is a registered investment advisor at Dp Grow LLC, based in Richmond, VA, with 36 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 14 clients with $4.4M in assets under management.

Dp Grow LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
14 clients
Average Client Portfolio
$315K average
Assets Under Management
$4.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.83%
$5M+0.50%

Fees are negotiable and may be lower than the stated maximums. Sub-advisory fees are separate and in addition to DP Grow's fees. AssetMark's sub-advisory fees generally range from 0.10% to 0.70%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3200 Rockbridge Street, Suite 300, Richmond, VA, 23230

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2025
Judgment / Lien
August 2021
Customer Dispute
November 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dennis is a licensed insurance agent since 2020, selling commission-based insurance products. This activity requires minimal time.

Employment History
Current Registrations
Dp Grow LLC
May 2020 - Present · 6 yrs
Previous Registrations
MML Investors Services, LLC
April 2018 - April 2020 · 2 yrs
MML Investors Services, LLC
March 2018 - March 2018 · 0 mos
MML Investors Services, LLCBroker
March 2018 - April 2020 · 2 yrs 1 mo
Oneamerica Securities, INC.
December 2015 - February 2018 · 2 yrs 2 mos
Oneamerica Securities, INC.Broker
August 2015 - February 2018 · 2 yrs 6 mos
Kovack Securities INC.Broker
April 2015 - August 2015 · 4 mos
Proequities, INC.Broker
October 2011 - April 2013 · 1 yr 6 mos
Waddell & Reed, INC.
April 2011 - August 2011 · 4 mos
Waddell & Reed, INC.Broker
March 2011 - August 2011 · 5 mos
Hornor, Townsend & Kent, INC.Broker
May 2009 - April 2011 · 1 yr 11 mos
New England SecuritiesBroker
June 2001 - April 2009 · 7 yrs 10 mos
Mony Securities CorporationBroker
May 1999 - June 2001 · 2 yrs 1 mo
MML Investors Services, INC.Broker
March 1996 - May 1999 · 3 yrs 2 mos
G. R. Phelps & CO., INC.Broker
July 1994 - March 1996 · 1 yr 8 mos
Metlife Securities INC.Broker
March 1993 - July 1994 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
March 1993 - July 1994 · 1 yr 4 mos
Pruco Securities CorporationBroker
August 1988 - January 1993 · 4 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
August 1988 - January 1993 · 4 yrs 5 mos
Andrew Alen Securities, INC.Broker
November 1987 - July 1988 · 8 mos
Domestic Arbitrage Group, INC.Broker
January 1987 - October 1987 · 9 mos
Kureen & Cooper, INC.Broker
January 1987 - February 1987 · 1 mo
State Registrations5 states
COFLTNTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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