# Mark Tennenbaum

> Mark Tennenbaum is a fee-only financial advisor at Life UnLocked Partners in Venice, California. Mark charges a percentage of assets (1%–2% a year of assets managed and a $150,000 asset minimum) and focuses on retirement planning, founders (pre-exit) and family wealth transfer.

Page: https://find.wellspent.co/advisors/mark-tennenbaum/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Life UnLocked Partners
- **Based in:** Venice, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1%–2% a year of assets managed; a $150,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.8M across 59 accounts
- **Specialties:** Retirement planning, Founders (pre-exit), Family wealth transfer
- **CRD:** 7497529 (https://adviserinfo.sec.gov/individual/summary/7497529)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.lifeunlocked.partners

## Frequently asked questions

### Is Mark Tennenbaum a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Life UnLocked Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark charges a percentage of assets.

### How much does Mark charge?

According to Life UnLocked Partners's website, checked October 30, 2026: 1%–2% a year of assets managed; a $150,000 asset minimum.

### Where is Mark Tennenbaum based?

Mark Tennenbaum is based in Venice, California.

### What does Mark specialize in?

Mark's specialties include retirement planning, founders (pre-exit) and family wealth transfer.

### Is Mark Tennenbaum registered with the SEC?

Yes. Mark Tennenbaum is registered as an investment adviser representative in CA (CRD 7497529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Life UnLocked Partners manage?

Life UnLocked Partners reports $14.8M across 59 accounts in assets under management.

### How do I contact Mark Tennenbaum?

Through Mark's website, www.lifeunlocked.partners.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7497529): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lifeunlockedpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.