Amr Tenney
Amr Tenney is a registered investment advisor at Realized Financal, INC., based in Cedar Park, TX, with 8 years of industry experience. Amr is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums are negotiable. Net asset value calculation begins in year two. A financial planning fee may be charged in lieu of ongoing advisory fees.
Fee Estimator
Location
Cedar Park, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
Amr works as a consultant for Realized Holdings, focusing on real estate and 1031 consulting, dedicating full-time hours to this role. He also acts as a real estate agent for JBGoodwin, primarily for personal and family transactions, which requires minimal time.
Employment History
Current Registrations
Realized Financal, INC.
Realized Financial, INC.
Realized Financial, INC.Broker
Previous Registrations
Wealthforge Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations36 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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