Tina Joan Tenret
Advisor at The Tenret Company, LLC — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
17 years
Location
Tampa, FL 33606
The Tenret Company, LLC
Supported
Total advisors
1Clients per advisor
55 TypicalAvg AUM per client
$4,099,025 Very HighHNW client ratio
65% Very HighTina Tenret is a CFP® professional with 17 years of industry experience. She founded The Tenret Company, LLC in 2018 after 12 years at Provise Management Group, LLC. Tenret serves as a board member for several community organizations including the Tampa Bay Academy of Collaborative Professionals, Athena Society, Morton Plant Mease HealthCare, and BayCare Health System, where she participates on the Investment Committee. The Tenret Company provides investment advisory and financial planning services primarily to individual investors and trusts with portfolios generally exceeding $1 million. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, long-term strategies using no-load mutual funds and ETFs, and offers specialized divorce consulting services.
Based on The Tenret Company, LLC
Based on The Tenret Company, LLC
$3,500 to $10,000 (fixed fee for financial planning)
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$385 per hour
Account minimum: $1,000,000
Tampa, FL
515 West Bay Street
Tampa FL 33606
Advisors at this office
1
Florida
17 years of industry experience
The Tenret Company, LLC
2018 - Present • 8 years
Tampa, FL
Provise Management Group, LLC
2006 - 2018 • 12 years
Clearwater, FL
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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.
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