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Credentials
CFP®, CFA®, CPA
Experience Industry experience
< 1 year
Location
Nicholasville, KY
Tenet Portfolio Management is an independent, fee-only fiduciary helping clients — from young professionals and growing families to pre-retirees and retirees — make clearer, more disciplined choices about their finances and investment portfolios. For young professionals and growing families, that may mean building wealth early in a career or saving for a child's education or a first home. For pre-retirees and retirees, it often means preserving what they've built and funding the retirement they want, while navigating the shift from saving to spending, life transitions, and inheritance. Each of our clients receives personalized service and recommendations tailored to individual needs.
Tenet also supports emerging endowments and foundations and single family offices via OCIO and investment consulting services, working directly with Boards, Investment Committees, and Principals to build the frameworks and processes that drive long-term growth aligned with their mission.
Matt holds an MBA from Columbia Business School and a Bachelor of Science in Accounting from the University of Kentucky. He is a CFA® Charterholder, a CFP® professional, and a CPA.
Based on Tenet Portfolio Management
Project-Based Financial Planning fixed fees range from $2,500 to $15,000; Consulting Services up to $10,000 per month or $30,000 per quarter
$0 - $10,000,000: 0.45% (Institutional Non-Discretionary) $10,000,001 - $25,000,000: 0.35% (Institutional Non-Discretionary) $25,000,001+: 0.25% (Institutional Non-Discretionary) $0 - $10,000,000: 0.60% (Institutional Discretionary) $10,000,001 - $25,000,000: 0.50% (Institutional Discretionary) $25,000,001+: 0.40% (Institutional Discretionary) $0 - $500,000: 1.25% (Private Wealth Services) $500,001 - $1,000,000: 1.10% (Private Wealth Services) $1,000,001 - $2,500,000: 1.00% (Private Wealth Services) $2,500,001 - $5,000,000: 0.90% (Private Wealth Services) $5,000,001 - $10,000,000: 0.75% (Private Wealth Services) $10,000,001+: 0.60% (Private Wealth Services) $0 - $3,000,000: 1.00% (Employee Retirement Plan Services) $3,000,001 - $5,000,000: 0.75% (Employee Retirement Plan Services) $5,000,001 - $10,000,000: 0.50% (Employee Retirement Plan Services) $10,000,001+: 0.35% (Employee Retirement Plan Services)
Financial Planning hourly fees range from $200 to $550
Ongoing Comprehensive Financial Planning fees range from $150 to $1,000 per month or $450 to $3,000 per quarter
Minimum fee: Minimum annual fee of $15,000 for Institutional Services discretionary management Fee-only: Fee-only firm; no commissions or sales-related compensation
Nicholasville, KY
Nicholasville KY
Advisors at this office
1
Kentucky · Texas
< 1 year of industry experience
Tenet Investments LLC d/b/a Tenet Portfolio Management
2025 - Present • 1 year
Nicholasville, KY
Everstead CFO Services, LLC
2024 - Present • 2 years
Nicholasville, KY
Valvoline Global Operations
2023 - 2024 • 1 year
Lexington, KY
Valvoline Inc.
2019 - 2023 • 4 years
Lexington, KY
N/a
2018 - 2019 • 1 year
Nicholasville, KY
Greentree Enterprises, LLC dba Muir Station Capital
2012 - 2018 • 6 years
Lexington, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 63, Series 65, Series 7, CPWA®
Lexington, KY
Raymond James Financial
Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.
Series 65
Lexington, KY
Griggs Capital LLC
Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.
ChFC®, Series 63, Series 65
Lexington, KY
Pulse Wealth
David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.
Series 63, Series 65
Lexington, KY
BRK Wealth Management LLC
Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.
CFP®, Series 63
Lexington, KY
Moneywise, Inc.
Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
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