Kevan Melchiorre is a CFP-designated registered investment advisor at Tenet Wealth Partners, LLC, based in Champaign, IL, with 16 years of industry experience. Kevan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 442 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Annual management fee is up to 1.60% and can be structured as a flat percentage, flat dollar amount, or tiered schedule. Financial planning is included as part of investment management.
Fee Estimator
Location
301 N Neil Street, Suite 303, Champaign, IL, 61820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevan serves on the board of directors for Crisis Nursery and the Mahomet Area Youth Club Foundation. He dedicates minimal time to the Mahomet Area Youth Club Foundation, supporting their fundraising and operational needs.
Employment History
Current Registrations
Tenet Wealth Partners, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 states
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
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