DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Champaign, IL 61820
217-281-4251
Your Goals. Our Guidance.
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
2-4
automated call
Yes
CRD#
4975390
Firm CRD#
226606
Name of Custodial Firm
Pershing BNY Mellon
Years of Experience in Financial Services
20
Number of Years with Current Firm
5
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
Services
Investment Types
Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference, Your Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
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.