Tenet Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tenet Portfolio Management is an independent, fee‑only registered investment adviser that provides portfolio management, financial planning, employee retirement plan services, and consulting. It serves both private clients and institutional entities such as endowments, foundations, corporations, trusts, and family offices.
The firm offers both discretionary and non‑discretionary advisory arrangements, working with clients to develop investment policy statements, implement asset allocation, and conduct third‑party manager research using a mix of active and passive strategies grounded in modern portfolio theory. Financial planning is available on an ongoing or project basis, and TPM provides regular monitoring and reporting to align portfolios with clients’ objectives and constraints.
Unlike many independent advisers of its size and structure, Tenet explicitly offers OCIO‑style institutional investment management and pension consulting, including ERISA 3(21) plan‑level and participant‑level non‑discretionary advice, committee support, vendor benchmarking, and plan operational assistance. This combination of institutional pension consulting and private wealth services within a single fee‑only adviser platform is a distinguishing feature relative to its independent peers.
Client services
Expertise
Occupation focus
Fee options
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
Main office
Nicholasville KY
Advisors at this office
1
Most active in
Kentucky · Texas
Also doing business as
Tenet Investments LLC · Tenet Portfolio Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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.
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”)