Michelle Wu is a CFA, CFP-designated registered investment advisor at Tenon Financial, based in Metuchen, NJ, with 3 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 100 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tenon Financial provides ongoing financial planning and investment management services for a flat annual fee, ranging from $3,600 to $36,000. The exact fee depends on the complexity of your financial situation and the resources needed to serve you.
Location
10 Station Place, Suite 9, Metuchen, NJ, 08840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tenon Financial
Previous Registrations
Origin Investment Advisory LLC
Core Planning
State Registrations3 states
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