Tenet Portfolio Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$550/hr

“Our hourly rate ranges from $200 to $550.”

Flat or project fee

$2,500⁠-⁠$15,000

“Fixed fee rates range between $2,500 to $15,000.”

Monthly fee

$150⁠-⁠$1,000/mo

“Fees are paid monthly or quarterly in advance, ranging from $150 to $1,000 per month or $450 to $3,000 per quarter.”

Quarterly fee

$450⁠-⁠$3,000/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tenet Portfolio Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The Institutional Services fee, which is negotiable, is based on whether TPM is providing non-discretionary advice or discretionary management and is calculated as a percentage of assets under management.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”

How Tenet Portfolio Management’s fees compare

• Its hourly rate of $200-$550 spans the Kentucky median of $250. 89% of the 36 other Kentucky planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Kentucky median of $3,000. 79% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About Tenet Portfolio Management

• Principal: Matthew Lutz
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$15,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339025

Website

tenetportfolio.com (opens in new tab)

Phone

(859) 242-5620

Other planners in Kentucky that publish fees

• Abri LLCLexington$500/hr, $3,000
• Advantage Investment ManagementLouisville$250/hr, $25,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Avant-Garde WealthSmiths Grove$5,000/yr
• Balanced Life PlanningVilla Hills$250/hr
• Ballast, Inc.Lexington$200⁠-⁠$10,000

Compare all 104 planners in Kentucky