Advisor at Tandem Financial Planning LLC
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Firm
Tandem Financial Planning LLC
Location
Springfield, OR
Credentials
Series 65
Industry experience
< 1 year
Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.
Based on Tandem Financial Planning LLC
Project-Based Financial Planning: Fixed fees range from $1,000 to $5,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Project-Based Financial Planning: $250 per hour.
Account minimum: $450,000 Fee-only: Ongoing Financial Planning Services: $4,500 annually, payable monthly ($375) or quarterly ($1,125). Includes management of up to $450,000 in assets without additional fee.
Springfield, OR
Oregon
Tandem Financial Planning LLC
2024 - Present (2 years)
Fall Creek Farm and Nursery Inc.
2017 - Present (9 years)
Frogmore Fresh LLC
2014 - 2017 (3 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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