Tandem Financial Planning LLC
RIAState Registered
Total AUM
$63.6K
Discretionary
$63.6K
100% of AUM
Avg account
$21.2K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334576
- Website
- tandem-planning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tandem Financial Planning LLC is an Oregon-registered, owner-operated independent RIA organized as an LLC. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing options include percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not characterized as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Cash & Cash Equivalents22%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations