user avatar

Tenesha Marie Hartgrove

Advisor at Money Concepts Capital Corp — Gahanna, OH

Updated today

Credentials

CFP®, PFS™

Experience

8 years

Location

Gahanna, OH 43230

Money Concepts Capital Corp logo

Money Concepts Capital Corp

Enterprise

Total advisors

390

Across 234 offices

Clients per advisor

43 Low

Avg AUM per client

$237,847 Low

HNW client ratio

3% Low

About

Tenesha Hartgrove is a CFP® and PFS™ with eight years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She previously worked at Lincoln Douglas Investments, LLC, and has experience in tax preparation and accounting services through roles at Ron Lykins CPAs and Intuit, as well as operating YLDJ Consulting and Ncrease Financial Services. Money Concepts Advisory Service provides investment advisory and financial planning to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches and utilizes both proprietary and third-party strategies to manage approximately $4.07 billion in assets through a large network of advisors.

Client services

Based on Money Concepts Capital Corp

Financial planning Portfolio management General consulting services

Expertise

Based on Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Money Concepts Capital Corp

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program

Commissions

Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency

Project-based

Consulting fees negotiated client-by-client; not to exceed $450/hour

Other

Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000

Location

See office

Gahanna, OH

81 Mill Street, Suite 300

Gahanna OH 43230

Advisors at this office

2

Most active in

Ohio

Work history

8 years of industry experience

Money Concepts Capital Corp.

2026 - Present • 1 year

Palm Beach Gardens, FL

McConnell Jones

2026 - Present • 1 year

Durham, NC

Lincoln Douglas Investments, LLC

2021 - 2026 • 5 years

Mt Vernon, OH

Intuit

2017 - 2023 • 6 years

Columbus, OH

Ron Lykins CPAs

2016 - 2022 • 6 years

Westerville, OH

YLDJ Consulting, Inc

2010 - Present • 16 years

Columbus, OH

Ncrease Financial Services

2005 - Present • 21 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

General tax planning General retirement planning Business ownership considerations Wealth management Early retirement planning Founder/Business Owner Self-Employed Artists or Creative Retired HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired

Jonathan C

Series 63, Series 6

Columbus, OH

Guardian Life

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Charitable giving tax strategies Business sale tax planning Inheritance planning Family Business Self-Employed Founder/Business Owner Executive Doctor or Medical Professional Professional Athlete Intergenerational Families Behavioral coaching / decision support Established Professionals
user avatar

Mark B

RICP®, Series 7, Series 66

Columbus, OH

Guardian Life

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Exec comp design Disability insurance Retirement income strategy Roth conversion strategy Wealth management Self-Employed Founder/Business Owner Doctor or Medical Professional Independent Contractor Approaching retirement HENRY (High Earners, Not Rich Yet) Retired Established Professionals
user avatar

Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett Jr. is a financial advisor with Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc., where he has held various roles since 1999. Everett maintains an outside business activity as an insurance agent. Thomas Everett Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing asset management, financial planning, ERISA plan consulting, and educational seminars. The firm specializes in non-discretionary management and offers a range of investment approaches, including fundamental, technical, and quantitative analysis, with a notable focus on serving charitable organizations and pension/ERISA clients.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Religious/faith focused
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)