David
Tenerelli

Strategic Financial Planning, Inc

CRD#7203014
Investment Advisor
in Plano, TX

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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.

Certifications and Registrations

Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6513 Preston Rd., Suite 100
Plano, TX 75024

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Strategic Financial Planning, Inc Brokerage Details

Total Assets Under Management

$95,617,608

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

450

TX Average: 2,315
Average Account Size

$212,484

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Tenerelli Work History

David has 12 years of experience.

2019 - Present (2 years)

Strategic Financial Planning, Inc

2017 - 2019 (2 years)

Strategic Financial Planning, Inc

2016 - 2017 (1 year)

Strategic Financial Planning, Inc

2008 - 2017 (9 years)

Frisco Independent School District

Disclosures

David Tenerelli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Strategic Financial Planning, Inc

Joshua Morris
Plano, TX
David Tenerelli
Plano, TX
Bryan Lee
Plano, TX

This content was compiled from the SEC and FINRA.

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