Tandem Wealth Advisors
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Overview
Tandem Wealth Advisors operates as a financial advisor company that has its headquarters in Phoenix, Arizona. Tandem Wealth Advisors handles $179.9 million in assets across 703 client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Tandem Wealth Advisors does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as stocks, bonds and options.
Tandem Wealth Advisors oversees most of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring the customer's authorization. Tandem Wealth Advisors also has 18 non-discretionary accounts with a total of $2.7 million in AUM. The firm oversees about $255,952 for each customer account. An average advisor at Tandem Wealth Advisors administers about 117 client accounts.
The company's headquarters is located at 1850 N. Central Avenue, Suite 330, Phoenix, Arizona 85004. The company is legally registered to provide services to clients throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tandem Wealth Advisors by the Numbers
$179.9 million
7
703
$256.0 thousand
Fee Structure
A financial advisor's fees usually depend on the services offered. However, fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Tandem Wealth Advisors provides services to retail investors, high net worth investors, pooled investment vehicles and pension plans. Out of its 703 customers, Tandem Wealth Advisors's biggest client group is retail investors, although it also manages money for 66 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 21.93%
- Other Individuals - 54.15%
- Corporations - 23.92%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tandem Wealth Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Tandem Wealth Advisors
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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