Tina Tenret is a CFP-designated registered investment advisor at The Tenret Company, LLC, based in Tampa, FL, with 17 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 55 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees and account minimums may be negotiable.
Fee Estimator
Location
515 West Bay Street, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tina is a board member for Tampa Bay Academy of Collaborative Professionals, Athena Society, and Morton Plant Mease HealthCare. She also serves on the Investment Committee for BayCare Health System, assessing risk tolerance and asset allocation, dedicating a few hours per week to each activity.
Employment History
Current Registrations
The Tenret Company, LLC
Previous Registrations
NFP Advisor Services, LLC
Provise Management Group, LLC
State Registrations1 state
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