Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$316.2M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1565 Bluestem Blvd., Altoona, WI, 54720
Get directionsHistory
Regulatory History
Clean regulatory record
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
Tenner works full-time as a Registered Investment Advisor (RIA) at Bernicke Wealth Management. This activity is investment-related.
Employment History
Current Registrations
Boyum Wealth Architects LLC
October 2025 - Present · 5 mos
Previous Registrations
Private Client Services, LLCBroker
April 2025 - October 2025 · 6 mos
Bernicke Wealth Management
April 2025 - October 2025 · 6 mos
Great Valley Advisor Group, INC.
January 2022 - April 2025 · 3 yrs 3 mos
LPL Financial LLCBroker
January 2022 - May 2025 · 3 yrs 4 mos
Fidelity Personal and Workplace Advisors
July 2020 - January 2022 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
June 2020 - January 2022 · 1 yr 7 mos
U.S. Bancorp Investments, INC.
September 2019 - May 2020 · 8 mos
U.S. Bancorp Investments, INC.Broker
September 2019 - May 2020 · 8 mos
Edward Jones
September 2017 - July 2019 · 1 yr 10 mos
Edward JonesBroker
June 2017 - July 2019 · 2 yrs 1 mo
State Registrations2 states
MNWI
Advisor
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
No exam information available for this advisor.