A complete list of active advisors currently associated with Tenere Financial
Warmer can help you find a great advisor at Tenere Financial or one who fits your needs even better.
Tenere Financial advises individual clients, including both high‑net‑worth and non‑HNW households. The firm provides portfolio management and financial planning services and typically charges advisory fees expressed as a percentage of assets under management. The firm's Form ADV brochure describes an individualized approach to portfolio construction and ongoing monitoring tied to each client’s objectives. Tenere operates with a two‑advisor team overseeing about $81.7 million in client assets and a client roster of roughly 48 households, which supports more direct engagement between advisors and clients. A notable element in the brochure is that Tenere regularly offers educational seminars and workshops for clients and prospective clients, a service that is uncommon among peers in the supported‑firm category. Paired with its small team and modest client base, the seminar program indicates a deliberate emphasis on client education within its advisory model.
To learn more about the advisors currently working at Tenere Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sammamish, WA
| 11
| |
Sammamish, WA
| 20
|
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