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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2019
- Office Locations
- 3
Office Locations
About Tenon Financial
Tenon Financial is an independent, fee-only RIA focused on tax-efficient retirement planning and investment management for clients approaching or in retirement. The firm integrates proactive tax minimization and Social Security optimization, and can coordinate return preparation through commonly owned Tenon Tax Preparation. Works virtually from New Jersey and typically custodies assets at Charles Schwab, with ETF-heavy portfolios.
Team overview
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Owner & Executives
ANDREW DAVID PANKO
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5226800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brad William Flood
--
- CRD
- #8089011
MICHELLE WU
Financial Planner
- CRD
- #4847193
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,033,549 | $687,029 |
| Non-Discretionary | $0 | -- |
| Total | $316,033,549 | $687,029 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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