Tenzing Financial LLC

Tenzing Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Williamsburg, Virginia. On its latest Form ADV, filed August 31, 2026, it reports $231M in regulatory assets under management, 165 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	335259 · SEC file 801-132538
Office	1215 MT Vernon Ave Suite C Williamsburg, VA 23185
Phone	(757) 703-0030
Website	www.tenzingfinancial.us
Regulatory assets under management	$231M
Individual clients	92 non-high-net-worth, 73 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	5
Disciplinary disclosures	None reported
Latest Form ADV filing	August 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Williamsburg

• Dominguez Wealth Management Solutions, Inc. $213M
• Joss Brown Wealth Advisors $162M
• Histor Investing, LLC $29M
• Capitol Landing Wealth Not reported

See all 5 fee-only advisers in Williamsburg →

Nearby

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• Charles City 1 firm
• Mathews 1 firm
• West Point 1 firm