Tandem Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,570
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$21,190
About
Tandem Financial Planning LLC is a fee-only, state-registered investment adviser that provides investment management and both ongoing and project-based financial planning to individuals, high net worth individuals, and small businesses. Its services include discretionary portfolio implementation, integrated retirement and tax-aware planning, and coordination with third‑party professionals such as attorneys and accountants when clients request referrals.
The firm’s investment approach emphasizes long‑term, evidence‑based asset allocation using a mix of passive and active vehicles, attention to tax efficiency (e.g., tax‑loss harvesting and account location), and regular portfolio monitoring with quarterly reviews. Planning is tailored to client needs across areas such as retirement readiness, business planning, estate coordination, cash‑flow and debt management, and college savings, with clients able to impose reasonable investment restrictions in writing.
TandemFP does not generally serve non‑high‑net‑worth retail individuals and requires a relatively sizable investable asset level for its investment management engagements, a positioning that differentiates it from many solo independent advisers. The firm is newly formed and small in scale (a recently registered advisor with a limited client roster and modest assets under management) and its sole principal maintains significant outside employment in an unrelated agricultural business, with documented procedures intended to preserve client service and compliance while balancing that outside role.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
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.
Main office location
Tandem Financial Planning LLC
Springfield OR, United States
Number of offices
1
Most active in
Tandem Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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