A complete list of active advisors currently associated with Tenet Wealth Partners, LLC
Warmer can help you find a great advisor at Tenet Wealth Partners, LLC or one who fits your needs even better.
Tenet Wealth Partners is an SEC‑registered investment adviser formed in 2021 that offers discretionary investment management, financial planning, and retirement‑plan advisory and consulting services. In line with many investment managers, it generally charges asset‑based fees and provides ongoing portfolio supervision and written reports to clients. The firm describes a dynamic, hybrid investment approach that blends strategic and tactical asset allocation, using both passive and active strategies, Modern Portfolio Theory, and tools such as direct indexing, bond‑laddering, options, and alternative investments with an emphasis on tax efficiency and cost control. For retirement accounts, Tenet provides 401(k) participant services and uses a third‑party platform (Pontera) to manage held‑away plan assets and perform rebalancing consistent with client objectives. Distinctive features include a focus on retirement plan and pension advisory services and the use of third‑party technology for estate‑planning document creation (Wealth.com), which goes beyond typical pooled‑vehicle managers. The firm operates with a small team and reported no assets under management at filing, and its supervised persons include licensed insurance agents who may offer commissionable insurance products and disclose potential platform fee relationships with service providers.
To learn more about the advisors currently working at Tenet Wealth Partners, LLC, 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 |
|---|---|---|
Champaign, IL
| 1
| |
Champaign, IL
| 16
| |
Champaign, IL
| 16
|
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