# Michelle Wu

> Michelle Wu is a fee-only financial advisor at Tenon Financial in Metuchen, New Jersey, who holds the CFP and CFA credentials. Tenon Financial reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michelle-wu/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tenon Financial
- **Based in:** Metuchen, New Jersey
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $316.0M across 460 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4847193 (https://adviserinfo.sec.gov/individual/summary/4847193)
- **SEC registration:** Investment adviser representative in MA, NJ, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.tenonfinancial.com

## Frequently asked questions

### Is Michelle Wu a fee-only financial advisor?

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

### How does Michelle charge for financial advice?

Michelle's firm, Tenon Financial, reports charging fixed fees on its SEC Form ADV.

### Where is Michelle Wu based?

Michelle Wu is based in Metuchen, New Jersey.

### What credentials does Michelle Wu hold?

Michelle Wu holds the CFP and CFA credentials.

### Is Michelle Wu registered with the SEC?

Yes. Michelle Wu is registered as an investment adviser representative in MA, NJ and TX (CRD 4847193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tenon Financial manage?

Tenon Financial reports $316.0M across 460 accounts in assets under management.

### How do I contact Michelle Wu?

Through Michelle's website, www.tenonfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4847193): 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

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