Michelle Wu
Tenon Financial · Metuchen, New Jersey
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.
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Facts
| Firm | Tenon Financial |
|---|---|
| Based in | Metuchen, New Jersey |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $316.0M across 460 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, NJ, TX · CRD 4847193 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tenonfinancial.com |
How Michelle's firm compares
- Tenon Financial's average account is about $687,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Michelle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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