Tenet Retirement Services

Tenet Retirement Services at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 3 employees and 35 individual clients, 14 of them high net worth.
• Its average account is about $242,000 (assets it manages divided by its 132 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Tenet Retirement Services fees

Tenet Retirement Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Zachary Bradford

  CFP

Other fee-only firms in Chesterfield

• Thousand CPA
• Acropolis Investment Management, LLC
• Brand Asset Management Group, Inc.
• Conway Financial Group, LLC
• Hofman Wealth Management
• Syntegra Private Wealth Group

Fee-only advisors in Missouri