Advisor at Tandem Financial Guidance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tandem Financial Guidance, LLC
Location
Kansas City, MO
Credentials
Series 65
Industry experience
15 years
Tyler Landes is the President and Chief Compliance Officer of Tandem Financial Guidance, LLC in Kansas City, MO. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, he is President of Tandem Tax & Accounting, LLC, a tax preparation and bookkeeping service. Tandem Financial Guidance serves individuals, high-net-worth clients, charitable organizations, and businesses with financial planning, discretionary investment management, and educational seminars. The firm uses a primarily passive investment approach focused on diversified portfolios of index mutual funds and ETFs, offering both project-based and ongoing planning tailored to clients’ objectives and risk tolerances.
Based on Tandem Financial Guidance, LLC
Based on Tandem Financial Guidance, LLC
Fixed fees ranging from $1,000 to $10,000 for project-based financial planning; recurring fixed fee for ongoing financial planning calculated as 1% of annual income plus 0.5% of net worth or invested assets (whichever is greater), minimum $3,600
$0 - $250,000: 1.20% $250,001 - $999,999: 1.00% $1,000,000+: 0.85%
Hourly rate of $250 for project-based financial planning
Minimum fee: Minimum annual fee of $3,600 for ongoing financial planning Fee-only: Fee-only firm, compensated only by client fees
Kansas City, MO
Missouri · Texas
SmartPath Advisor, LLC
2020 - Present (6 years)
Tandem Tax & Accounting, LLC
2017 - Present (9 years)
Zeider's Enterprises, Inc.
2017 - 2022 (5 years)
Cimarron Lumber & Supply Co
2015 - 2016 (1 year)
Tandem Financial Guidance, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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