Tenon Financial manages investment portfolios and provides ongoing financial planning. Planning covers areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Tenon Financial primarily uses passive investment management with index mutual funds or exchange-traded funds.
Assets Under Management$320M
Clients100
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Tenon Financial provides ongoing financial planning and investment management services for a flat annual fee, ranging from $3,600 to $36,000. The exact fee depends on the complexity of your financial situation and the resources needed to serve you.
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