The Tenret Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$225,446,387
Clients
55
65% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
TypicalAverage account size
$4,099,025
About
The Tenret Company provides investment management and financial planning to individual clients and trusts, with an emphasis on high-net-worth households. Services include ongoing portfolio management with written investment policy statements and broader financial planning advice covering retirement, tax, estate, and education planning.
The firm’s investment approach is evidence-based and grounded in Modern Portfolio Theory, favoring diversified, buy-and-hold allocations implemented mainly with no-load mutual funds and exchange-traded funds, with individual equities used selectively for tax or client-specific reasons. Financial planning analyses may incorporate Monte Carlo simulation, the firm typically manages accounts on a discretionary basis, and it may refer clients to or supervise third‑party advisers when appropriate.
Noteworthy for a firm of its size, The Tenret Company manages over $225 million in discretionary assets while operating with a single advisory professional and a compact client base, producing a relatively high AUM-per-advisor ratio and hands-on oversight. The firm’s formal divorce-consulting services—offered both as a single‑party advisor and as a financial neutral on collaborative teams—alongside its fiduciary role for retirement accounts, distinguish it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Divorce planning services
Expertise
College savings (529s, UTMA, etc.)
Divorce financial planning
General retirement planning
Business sale tax planning
Cash flow / budgeting
Fee options
$3,500 to $10,000 (fixed fee for financial planning)
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$385 per hour
Account minimum: $1,000,000
Main office location
The Tenret Company, LLC
515 West Bay Street
Tampa FL 33606, United States
Number of offices
1
Most active in
The Tenret Company, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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