A complete list of active advisors currently associated with Tenzing Financial LLC

Warmer can help you find a great advisor at Tenzing Financial LLC or one who fits your needs even better.

Tenzing Financial serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages roughly $231 million for about 165 clients and offers written retirement plan fiduciary services (including 3(38) plan advisory work). The firm states a fiduciary duty and generally employs fundamental analysis to construct model portfolios focused on long‑term objectives, typically using ETFs, individual equities, mutual funds and bonds, while also recommending independent managers when appropriate. Tenzing Financial monitors accounts on an ongoing basis, tailors asset allocation and portfolio construction to client goals and risk tolerance, and may use third‑party platforms to access or manage held‑away participant accounts. A distinctive operational feature is that the firm sponsors a wrap fee program that bundles securities transaction costs and other “covered costs” into a single asset‑based advisory fee — a structure that is uncommon among peers. The brochure also discloses the firm’s institutional relationships with major custodians and that certain advisory personnel are licensed insurance professionals, both of which create potential conflicts of interest the firm describes and manages in its policies.

To learn more about the advisors currently working at Tenzing Financial 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.