Tenon Financial

Public-record details

Address

10 Station Place, Suite 9, Metuchen, NJ 08840

Phone

(732) 902-0066

Listed under

Financial planning, Flat / fixed fees

Legal name

Tenon Financial LLC

CRD number

305581

Registration

SEC registered since 2023-08-11

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$316.0 million

Accounts managed

460

Clients reported (Form ADV 5.D)

100

Individual / high-net-worth clients

4 / 95

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-07

SEC registered investment adviser, CRD 305581, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 305581 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.