Jason Lilly
Tenere Wealth Advisors · Hyannis, Massachusetts
Jason Lilly is a fee-only financial advisor at Tenere Wealth Advisors in Hyannis, Massachusetts, who holds the CFP and CFA credentials. Jason charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $5,000 a year and one-time plans from $1,500).
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Facts
| Firm | Tenere Wealth Advisors |
|---|---|
| Based in | Hyannis, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · One-time plans from $1,500 · 0.25%–0.95% a year of assets managed |
| Works virtually | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA · CRD 3188023 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | tenerewealthadvisors.com |
| Profile |
How Jason's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Tenere Wealth Advisors's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Jason
Is Jason Lilly a fee-only financial advisor?
Yes. Jason Lilly is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Jason charge?
According to Tenere Wealth Advisors's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $1,500; 0.25%–0.95% a year of assets managed.
Does Jason work with clients virtually?
Yes. Tenere Wealth Advisors says on its website that it works with clients remotely.
Where is Jason Lilly based?
Jason Lilly is based in Hyannis, Massachusetts.
What credentials does Jason Lilly hold?
Jason Lilly holds the CFP and CFA credentials.
Is Jason Lilly registered with the SEC?
Yes. Jason Lilly is registered as an investment adviser representative in MA (CRD 3188023), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Tenere Wealth Advisors manage?
Tenere Wealth Advisors reports $1.25B across 4,262 accounts in assets under management.
How do I contact Jason Lilly?
Through Jason's website, tenerewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tenere Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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