Firm
Tenon Financial
Metuchen, New Jersey
Fee-only
Tenon Financial at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 99 individual clients, 95 of them high net worth.
- Its average account is about $687,000 (assets it manages divided by its 460 accounts).
- Its ongoing planning fee starts at $13,200 a year, above the New Jersey median of $7,450.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Metuchen, New Jersey |
|---|---|
| Website | tenonfinancial.com |
| [email protected] | |
| Phone | (732) 902-0066 |
Tenon Financial 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 $13,200 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"For an individual A flat annual fee, typically $13,200* per year" source
"For an individual A flat annual fee, typically $13,200* per year" source
"A flat annual fee, typically $13,200* per year" source
"We only provide ongoing planning and investment management" 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 | Fixed fees |
|---|---|
| Assets managed | $316 million |
| Individual clients | 4 |
| High-net-worth clients | 95 |
| Accounts managed | 460 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-128567) |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 305581 |
Advisors at this firm (3)
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