Tenbridge Partners LLC logo

Tenbridge Partners LLC

Updated today

Client assets under management

$109,988,674

Clients

356

13% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

89

High

Average account size

$308,957

About

TenBridge Partners serves a broad range of individual clients — from non‑HNW households to high‑net‑worth individuals — as well as trusts, estates, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management alongside standalone financial planning engagements and monthly subscription arrangements, and includes insurance reviews and recommendations as part of its planning services.

The firm’s investment process centers on written financial plans and Investment Policy Statements, model portfolios developed by an internal investment committee, and a mix of mutual funds, ETFs, individual securities, third‑party managers, and, where appropriate, private and alternative investments. TenBridge combines fundamental, quantitative, and macroeconomic analysis with long‑term strategic asset allocation and periodic rebalancing, and communicates ongoing portfolio oversight through regular advisor reviews.

Compared with many peer teams, TenBridge emphasizes multiple client engagement formats (including subscription, hourly, and flat‑fee planning arrangements) and explicitly incorporates insurance review into its advisory offering, while also employing alternative and private placement investments when suitable. The firm provides regular client communications — including quarterly performance and allocation reports and occasional confirmation letters to verify custodian statements — and discloses operational practices such as recommending IRA rollovers and the use of unaffiliated managers, which may be noteworthy to prospective clients.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management General estate planning guidance General tax planning

Fee options

Fixed

Baseline flat fee for preparation of a formal financial plan is $5,000, negotiable and can be waived.

Percentage

$1 - $250,000: 1.50% $251,000 - $750,000: 1.25% $751,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $15,000,000: 0.50% $15,000,000 - above: 0.25%

Project-based

Baseline hourly rate for financial planning services generally $350, billed in 30-minute increments.

Subscriptions

Subscription models with monthly fees for financial planning and asset management.

Other

Fee-only: Financial planning services charged hourly or flat fee; baseline hourly rate $350, baseline flat fee $5,000, negotiable and can be waived.

Main office location

Tenbridge Partners LLC

806 Sw Broadway, Suite 800

Portland OR 97205, United States

Number of offices

1

Most active in

Oregon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott T

Series 65, Series 66

Portland, OR

Tenbridge Partners LLC

Scott Thurman is a financial advisor with TenBridge Partners LLC in Portland, OR, holding Series 65 and Series 66 licenses and 11 years of industry experience. He has worked at TenBridge Partners since 2019 and previously held roles at Johnstone Supply from 2015 to 2019. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a quarterly Investment Committee to guide portfolio management, offering discretionary asset management alongside standalone and subscription-based financial planning.

Wealth management General estate planning guidance General tax planning
user avatar

Erik L

CFP®, Series 66

Portland, OR

Tenbridge Partners LLC

Erik Lawrence is a CFP® with 23 years of industry experience, currently serving as an advisor at TenBridge Partners LLC in Portland, OR. He previously worked at Kms Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he serves as board chair of the charitable organization TEAM TOGETHER. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management, standalone financial planning, and a subscription model, with investment decisions guided by a quarterly Investment Committee that manages diversified portfolios.

Wealth management General estate planning guidance General tax planning
user avatar

Sirra A

CFP®, Series 65

Portland, OR

Tenbridge Partners LLC

Sirra Anderson Crum is a financial advisor at TenBridge Partners LLC in Portland, OR, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Starbucks, The Original Dinerant, Portland State University, American Eagle, and Café Yumm. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined investment approach guided by a quarterly Investment Committee and offers a range of services including discretionary asset management, standalone financial planning, and ongoing subscription-based planning and management.

Wealth management General estate planning guidance General tax planning
user avatar

Elizabeth V

Series 65

Portland, OR

Tenbridge Partners LLC

Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.

Wealth management General estate planning guidance General tax planning
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