Tavenner Financial, LLC

Tavenner Financial, LLC (CRD# 153941) is a financial advisory firm headquartered in Frederick, MD. They manage $1,714,377 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $285,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Tavenner Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas C. Tavenner
CRD#: 2883973
41 S. Market Street, Suite 401, Frederick, MD 21701
96
Wealthminder
score

Thomas Tavenner (CRD# 2883973) is an Investment Advisor Representative working at Tavenner Financial, LLC in Frederick, MD and has over 19 years of experience in the finance industry. Thomas Tavenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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