T. Fenn Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
60
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
Very HighAverage account size
$0
About
T. Fenn Financial Planning, LLC is a single-advisor independent registered investment adviser serving roughly 60 clients. The firm offers financial planning and advisory services rather than acting as a discretionary portfolio manager for individual accounts.
The firm’s practice emphasizes planning and client consulting as described in its Form ADV, rather than ongoing portfolio management; it does not provide portfolio management for individual clients. Its compensation approach also departs from the common percentage-of-assets-under-management model and does not include percentage-of-AUM fees (see Item 5 of the brochure for fee arrangements).
As a solo practitioner with no additional staff, the firm’s combination of a planning-focused practice and non-AUM fee arrangements is uncommon among independent advisers, where discretionary portfolio management and AUM fees are more typical. The ADV includes the usual sections on brokerage practices, custody, and conflicts of interest, but the absence of individual portfolio management and AUM-based fees positions the firm toward consultative planning relationships.
Client services
Financial planning
Limited agent authority transactions are performed as part investment advice in a general financial planning practice.
Limited agent authority transactions are performed as part investment advice in a general financial planning practice.
Fee options
Main office location
T. Fenn Financial Planning, LLC
Chapel Hill NC, United States
Number of offices
1
Most active in
T. Fenn Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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