Tenzing Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$10,000

“Tenzing Financial also offers standalone financial planning services for fixed engagement fee ranging from $5,000 to $10,000.”

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

How Tenzing Financial LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Tenzing Financial LLC’s fees compare

• Its flat or project fee of $5,000-$10,000 is above the Virginia median of $4,250. 74% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.

About Tenzing Financial LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

165

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$231,100,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335259

Website

tenzingfinancial.us (opens in new tab)

Phone

(757) 703-0030

Can advise clients in 3 states: North Carolina, Texas, Virginia

Other planners in Williamsburg that publish fees

• B Hive Financial, LLCWilliamsburg$250/hr, $200⁠-⁠$2,000
• Bay Rivers Group Wealth PartnersWilliamsburg$250⁠-⁠$500/hr, $500⁠-⁠$5,000
• Beacon Freedom Advisory, LLCWilliamsburg$350/hr, $2,000⁠-⁠$3,500
• Blue Rock Financial Services, Inc.Williamsburg$200/hr
• Capitol Landing WealthWilliamsburg$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Dominguez Wealth Management Solutions, Inc.Williamsburg$225/hr

Compare all 12 planners in Williamsburg