Tenere Wealth Advisors
Hyannis, Massachusetts
Tenere Wealth Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Massachusetts median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Hyannis, Massachusetts |
|---|---|
| Website | tenerewealthadvisors.com |
| [email protected] | |
| Phone | (508) 635-5103 |
Questions about Tenere Wealth Advisors
How much does Tenere Wealth Advisors charge?
Tenere Wealth Advisors publishes these prices: ongoing planning: from $5,000 a year; one-time plan: from $1,500; asset-based fee: 0.25% to 0.95% a year. We found this on its website, checked October 28, 2026.
How is Tenere Wealth Advisors paid?
Tenere Wealth Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Tenere Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Tenere Wealth Advisors.
What is the average account at Tenere Wealth Advisors?
Tenere Wealth Advisors's average account is about $294,000. That's the assets on its Form ADV divided by its 4,262 accounts.
Does Tenere Wealth Advisors work with clients virtually?
Yes. Tenere Wealth Advisors's website says it works with clients virtually.
Tenere Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 0.25% to 0.95% a year |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Fee minimum: $5,000 (Access for up to 12 months)" source
"Fee minimum: $1,500" source
"Assets-under-management fee ranging from .95% to .25%" source
"Assets-under-management fee ranging from .95% to .25%" 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 | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |
Advisors at this firm (1)
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