Tandem Financial Planning LLC

Overview

Tandem Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual clients and small businesses. The firm is individually owned and operates on a fee model that includes a percentage-of-assets option alongside hourly and fixed-fee engagements. That fee flexibility, combined with the practice’s limited scale, suggests a client experience oriented toward hands-on planning and customized engagement rather than large institutional portfolio programs. Investment activity shows a clear tilt toward publicly available pooled vehicles—primarily mutual funds/public funds—rather than direct-stock concentrated strategies or bespoke alternative allocations. The adviser is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser; their mandate is squarely focused on direct client relationships at the household and small-business level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices