Michelle Wu
Advisor at Tenon Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Michelle Wu is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Tenon Financial. She previously worked at Origin Financial, Core Planning, LLC, and spent ten years at Putnam Investments. Wu has experience in both investment management and financial planning across various firms. Tenon Financial serves individual and high-net-worth clients, offering tailored investment management, ongoing financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies using index funds and ETFs, supplemented by sector analysis and tactical decisions, and manages approximately $316 million in assets for about 99 clients.
Expertise
Based on Tenon Financial
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Flat annual fee range $3,600 to $36,000 based on complexity
Minimum fee: Flat fee range from $3,600 to $36,000 annually, negotiated based on client complexity, paid quarterly in arrears Fee-only: Flat annual fee range $3,600 to $36,000, negotiated and prorated quarterly
Location
Somerville, MA
Most active in
Michelle W has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Jersey · Texas
Work history
Tenon Financial
2023 - Present (3 years)
Origin Financial
2022 - 2024 (2 years)
Core Planning, LLC
2022 - 2023 (1 year)
NA / Sabbatical
2022 - 2022 (1 year)
Putnam Investments
2012 - 2022 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Charles L
Series 65
Wayland, MA
Levin Financial Planning
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
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