Tenet Wealth Partners- Financial Advisor Champaign, IL

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About Tenet Wealth Partners

Tenet Wealth Partners is a next-generation wealth advisory and financial planning firm based in central Illinois. Tenet Wealth Partners works exclusively with individuals, families, and institutions, from the emerging affluent to multigenerational families as well as retirement plans and nonprofits.

As a fee-only firm, our team of fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER® professionals, Kevan Melchiorre and Kyle Wetters, partner with clients for all of their financial planning and investment management needs. Independent and privately-owned, we have the freedom and flexibility to offer our clients a truly personalized experience, guiding them through every phase of life.

Our dedication to clients is unwavering, and we passionately believe in aligning our clients' financial resources with their priorities and goals. We advocate for our clients by providing a full suite of family-oriented services through an integrated and innovative approach. By simplifying their financial lives, our goal is to instill confidence as well as a sense of comfort.

Our Mission is to deliver a unified, all-encompassing wealth advisory solution that integrates all areas of your financial life - providing you with convenience, confidence and peace of mind.

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

automated call

CRD#

4975390

Firm CRD#

226606

Name of Custodial Firm

Pershing BNY Mellon

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

246,867,155

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

View TenetWealth ADV Part 2A Brochure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891535/paladinregistry-Tenet-Wealth-Partners-detailed-disclosure.html

Disclaimer

Investment advisory services offered through Tenet Wealth Partners, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

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Tenet Wealth Partners