Zachary Bradford is a CFP-designated registered investment advisor at Tenet Retirement Services LLC, based in Chesterfield, MO, with 7 years of industry experience. Zachary 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, High Net Worth, and 4 more. Their firm serves 28 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tenet Retirement Services charges a flat annual fee for portfolio management, ranging from $3,600 to $8,000 per year, based on your needs. This fee is paid quarterly.
Location
Chesterfield, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tenet Retirement Services LLC
Previous Registrations
Creative Planning
Paradigm Financial Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.