Firm
Tenere Financial
Sammamish, Washington
Fee-only
Tenere Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 48 individual clients, 1 of them high net worth.
- Its average account is about $419,000 (assets it manages divided by its 195 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Sammamish, Washington |
|---|---|
| Website | tenerefinancial.com |
| [email protected] | |
| Phone | (425) 736-9303 |
Tenere Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"(between 0.25% and 1.00%)" source
"(between 0.25% and 1.00%)" source
"the annual fee shall be based upon a percentage (%) of the market value and type of assets placed under Tenere Financial’s management (between 0.25% and 1.00%)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 47 |
| High-net-worth clients | 1 |
| Accounts managed | 195 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 171808 |