Top financial advisors in Metuchen, NJ
We’ve curated a list of the best financial advisors in Metuchen, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$100,806,675
Number of advisors
2 advisors
| $100,806,675 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Metuchen, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Metuchen. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Tenon Financial
**Background and Expertise:** Tenon Financial LLC, established in March 2019, is a registered Investment Adviser with the U.S. Securities and Exchange Commission. The firm specializes in Investment Management Services, offering individually tailored investment portfolios and continuous advice based on clients' needs. The principal owner is Andrew Panko. Tenon Financial reports $208,315,421 in discretionary Assets Under Management as of December 31, 2024. **Consumer-Facing Terms:** - **Minimum Initial Investment:** No minimum account size requirement. - **Fee Structure:** Fees are based on service offerings: - Ongoing Financial Planning and Investment Management: Annual fees range from $3,600 to $36,000, paid quarterly. - Financial Plan Creation: Typically $4,000 to $6,000 for a married couple, $3,000 to $5,000 for an individual. - Financial Planning Hourly Fee: $300 per hour. - **Fiduciary:** Acts as a fiduciary, obligated to act in the best interests of clients. - **Investment Discretion:** Maintains discretion over client accounts for buying and selling securities. - **Investment Strategy:** Primarily practices passive investment management, utilizing fundamental, technical, and cyclical analysis methods. - **Risk of Loss:** Involves market risk, strategy risk, small and medium cap company risk, turnover risk, limited markets risk, concentration risk, interest rate risk, legal or legislative risk, inflation risk, and risks associated with specific securities. **Advisory Business Description:** Tenon Financial offers Investment Management Services and Ongoing Financial Planning, assisting clients in developing and implementing financial plans covering areas such as business planning, cash flow management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Clients receive written or electronic reports detailing their financial plans and ongoing monitoring. This summary provides a comprehensive overview of Tenon Financial LLC's background, expertise, consumer-facing terms, and advisory business description as outlined in their brochure dated January 7, 2025.
$100,806,675 under management
2 advisors
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Metuchen, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Metuchen. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.