Tenon Financial LLC
Tenon Financial LLC is a fee-only, independent registered investment adviser headquartered in Metuchen, NJ. Founded in 2019, the firm focuses on providing ongoing financial planning, tax planning, and investment management with a specialization in retirement planning. Tenon serves primarily individuals and high net worth individuals, offering clear, flat-fee pricing and operating as a fiduciary. The firm is noted for its small team of specialists and a highly client-focused service model.
Investment Strategy
Tenon Financial LLC emphasizes comprehensive financial and tax planning for individuals nearing or in retirement. Their investment strategy is rooted in low-cost, diversified portfolios with a focus on steady growth, risk minimization, and tax efficiency. The firm uses a fiduciary approach, avoiding conflicts of interest by not selling financial products or taking commissions. Instead, Tenon operates on a flat annual fee model, ensuring unbiased portfolio construction and ongoing management tailored to each client's retirement needs and objectives.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 25.00% | $48.7M | 79,551 | $496.46 | $612.38 | +$5.7M |
V VXF | VANGUARD INDEX FDS | 19.04% | $37.1M | 177,230 | $183.69 | $209.34 | -$24.1M |
V VXUS | VANGUARD STAR FDS | 13.15% | $25.6M | 348,772 | $65.13 | $73.46 | -$17.6M |
B BND | VANGUARD BD INDEX FDS | 12.15% | $23.7M | 318,211 | $72.34 | $74.37 | +$962.2K |
V VEA | VANGUARD TAX-MANAGED FDS | 6.89% | $13.4M | 223,790 | $50.08 | $59.92 | +$577.5K |