Chad Tennant is a registered investment advisor at The Freedom Experience, INC., based in Fletcher, OH, with 20 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 28 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFE's annual fees are billed monthly or quarterly, in advance, based on the value of your investments. The standard annual fees are a fixed flat rate between $10,000 and $36,000, depending on the types of assets and services provided. Fees may be negotiable in some cases.
Location
Fletcher, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad is an operating manager for My Deliverables Team, ensuring contractors meet their assignments since 2005. This takes nearly full-time, as Chad spends about 120 hours per month on this business.
Employment History
Current Registrations
The Freedom Experience, INC.
Previous Registrations
Twams Financial Planning, LLC
The Freedom Experience, INC.
The Freedom Experience, INC.
The Freedom Experience, INC.
Summit Wealth Management, INC
First Command Financial Planning, INC.
First Command Bank
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.