The Tenret Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Tenret Company provides investment management and financial planning to individual clients and trusts, with an emphasis on high-net-worth households. Services include ongoing portfolio management with written investment policy statements and broader financial planning advice covering retirement, tax, estate, and education planning.
The firm’s investment approach is evidence-based and grounded in Modern Portfolio Theory, favoring diversified, buy-and-hold allocations implemented mainly with no-load mutual funds and exchange-traded funds, with individual equities used selectively for tax or client-specific reasons. Financial planning analyses may incorporate Monte Carlo simulation, the firm typically manages accounts on a discretionary basis, and it may refer clients to or supervise third‑party advisers when appropriate.
Noteworthy for a firm of its size, The Tenret Company manages over $225 million in discretionary assets while operating with a single advisory professional and a compact client base, producing a relatively high AUM-per-advisor ratio and hands-on oversight. The firm’s formal divorce-consulting services—offered both as a single‑party advisor and as a financial neutral on collaborative teams—alongside its fiduciary role for retirement accounts, distinguish it from many peers.
Client services
Expertise
Fee options
$3,500 to $10,000 (fixed fee for financial planning)
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$385 per hour
Account minimum: $1,000,000
Main office
515 West Bay Street
Tampa FL 33606
Advisors at this office
1
Most active in
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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