Tenbridge Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TenBridge Partners serves a broad range of individual clients — from non‑HNW households to high‑net‑worth individuals — as well as trusts, estates, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management alongside standalone financial planning engagements and monthly subscription arrangements, and includes insurance reviews and recommendations as part of its planning services.
The firm’s investment process centers on written financial plans and Investment Policy Statements, model portfolios developed by an internal investment committee, and a mix of mutual funds, ETFs, individual securities, third‑party managers, and, where appropriate, private and alternative investments. TenBridge combines fundamental, quantitative, and macroeconomic analysis with long‑term strategic asset allocation and periodic rebalancing, and communicates ongoing portfolio oversight through regular advisor reviews.
Compared with many peer teams, TenBridge emphasizes multiple client engagement formats (including subscription, hourly, and flat‑fee planning arrangements) and explicitly incorporates insurance review into its advisory offering, while also employing alternative and private placement investments when suitable. The firm provides regular client communications — including quarterly performance and allocation reports and occasional confirmation letters to verify custodian statements — and discloses operational practices such as recommending IRA rollovers and the use of unaffiliated managers, which may be noteworthy to prospective clients.
Client services
Expertise
Fee options
Baseline flat fee for preparation of a formal financial plan is $5,000, negotiable and can be waived.
$1 - $250,000: 1.50% $251,000 - $750,000: 1.25% $751,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $15,000,000: 0.50% $15,000,000 - above: 0.25%
Baseline hourly rate for financial planning services generally $350, billed in 30-minute increments.
Subscription models with monthly fees for financial planning and asset management.
Fee-only: Financial planning services charged hourly or flat fee; baseline hourly rate $350, baseline flat fee $5,000, negotiable and can be waived.
Main office
806 SW Broadway, Suite 800
Portland OR 97205
Advisors at this office
4
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott T
Series 65, Series 66
Portland, OR
Tenbridge Partners LLC
Scott Thurman is a financial advisor at Tenbridge Partners LLC in Portland, OR, holding Series 65 and Series 66 credentials with 11 years of industry experience. He has worked at Tenbridge Partners since 2012, with additional experience at Johnstone Supply and Edward Jones. Tenbridge Partners serves individual clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach combines written financial plans, model portfolios, and a range of investment vehicles, emphasizing multiple client engagement formats and incorporating insurance reviews into its advisory services.
Erik L
CFP®, Series 66
Portland, OR
Tenbridge Partners LLC
Erik Lawrence is a CFP® with 24 years of industry experience, currently serving as an advisor at Tenbridge Partners LLC in Portland, OR. His prior roles include positions at Kms Financial Services, Paulson Investment Company, and UBS Financial Services. He serves as board chair for the charitable organization Team Together in Portland. Tenbridge Partners serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm’s investment approach involves written financial plans, model portfolios, and a combination of investment vehicles, emphasizing multiple engagement formats and incorporating insurance reviews into its advisory services.
Sirra A
CFP®, Series 65
Portland, OR
Tenbridge Partners LLC
Sirra Anderson Crum is a CFP® professional with five years of experience at TenBridge Partners LLC, where she has worked since 2017. Her background includes roles outside the financial industry, such as positions at Starbucks and The Original Dinerant, as well as a three-year period affiliated with Portland State University. TenBridge Partners serves a diverse clientele, including individuals across wealth levels, trusts, estates, pension plans, corporations, and charitable organizations. The firm combines written financial plans with an investment process driven by an internal committee, utilizing a range of investment vehicles and offering multiple client engagement formats along with insurance reviews as part of its services.
Elizabeth V
Series 65
Portland, OR
Tenbridge Partners LLC
Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.
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