David
Tenerelli

About this Advisor

David Tenerelli is a certified financial planner operating out of Plano, Texas, who has 12 years of professional experience. Tenerelli works at Strategic Financial Planning, Inc. Throughout their career, Tenerelli has worked at Strategic Financial Planning, Inc and Frisco Independent School District. Tenerelli is able to work in Texas. Strategic Financial Planning, Inc is a financial advisory business that has its headquarters in Plano, Texas. It administers $96 million in total assets among its 450 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 450 client accounts, 70% are held by high-net-worth clients who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Strategic Financial Planning, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.