Tenon Financial fees and pricing

Financial planner in Metuchen, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 7, 2026, Tenon Financial charges an annual fee of $3,600⁠-⁠$36,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,600⁠-⁠$36,000/yr; “The fee range is flat, ranging from $3,600 to $36,000 annually.”

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

“The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
“Advisory fees can be directly debited from client accounts or the client may choose to pay by check, credit card, debit credit or electronic funds transfer.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of days in the quarter the accounts are under Tenon Financial’s management.”

Its annual fee of $3,600-$36,000 spans the New Jersey median of $6,318. 83% of the 47 other New Jersey planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 99
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $316,033,549
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 305581
Website: tenonfinancial.com (opens in new tab)
Phone: (732) 902-0066

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.