A complete list of active advisors currently associated with The Tenret Company, LLC

Warmer can help you find a great advisor at The Tenret Company, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Tenret Company, 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.