Harold Philipsen
Tenzing Financial · Williamsburg, Virginia
Harold Philipsen is a fee-only financial advisor at Tenzing Financial in Williamsburg, Virginia, who holds the CFP and ChFC credentials. Harold focuses on retirement planning, estate & legacy planning and family wealth transfer. Tenzing Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Tenzing Financial |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $231.1M across 752 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, VA · CRD 5123941 |
| Exams passed | Series 63 (2006) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tenzingfinancial.us |
| Profile |
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Questions about Harold
Is Harold Philipsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and Tenzing Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harold charge for financial advice?
Harold's firm, Tenzing Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Harold Philipsen based?
Harold Philipsen is based in Williamsburg, Virginia.
What does Harold specialize in?
Harold's specialties include retirement planning, estate & legacy planning and family wealth transfer. Harold works with retirees, multi-generational families and mid-life transitions.
What credentials does Harold Philipsen hold?
Harold Philipsen holds the CFP and ChFC credentials.
Is Harold Philipsen registered with the SEC?
Yes. Harold Philipsen is registered as an investment adviser representative in TX and VA (CRD 5123941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tenzing Financial manage?
Tenzing Financial reports $231.1M across 752 accounts in assets under management.
How do I contact Harold Philipsen?
Through Harold's website, www.tenzingfinancial.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tenzing Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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