TandemGrowth Financial Advisors, LLC

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Client assets under management

$295,746,731

Clients

202

67% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,464,093

About

TandemGrowth provides wealth management and financial planning primarily to individuals, high net worth individuals, trusts and estates, delivering both discretionary and non‑discretionary portfolio management alongside ongoing financial planning services (including a delivered “Financial Map,” annual and semi‑annual reviews, and client education events). The firm also offers a distinct NextGen program that provides initial and ongoing planning and investment services specifically for adult children of existing clients.

The firm typically allocates client assets among mutual funds, ETFs, cash and cash equivalents and, at times, independent managers or alternative vehicles, using fundamental, technical and cyclical analysis and periodic rebalancing; its stated strategic ranges include portfolios with roughly 20% to 100% equity exposure. TandemGrowth documents a number of operational features that shape how it works with clients, including management of retirement plan accounts via an Order Management System, limited management of annuity subaccounts, and access to specialty cash sweep and alternative investment arrangements.

Compared with many peers, TandemGrowth’s brochure discloses some uncommon practices: it uses client testimonials and advertises third‑party ratings in its marketing materials, and it highlights several practice features not universally offered by similar firms — a formal NextGen service track for adult children, a partnership with Move Health to facilitate access to non‑commissioned health agents, use of a Flourish Cash sweep with multi‑bank FDIC considerations, and allocations to Dimensional Fund Advisors funds that may have transfer limitations on termination.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy

Demographic focus

Young Families

Fee options

Fixed

NextGen ongoing financial planning: $1,500 initial fee and $125 monthly recurring fee

Percentage

$0 - $1,000,000: Negotiable, higher than 1.00% $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Negotiable fees for amounts below $1,000,000 (higher than 1%) $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Negotiable fees higher than 1% $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Clients below $1,000,000 pay a minimum annual fee of $10,000 and a negotiable higher percentage fee $0 - $1,000,000: Minimum annual fee of $10,000; fee percentage higher than 1% $0 - $1,000,000: Minimum annual fee $10,000; negotiable fees higher than 1% $0 - $1,000,000: Minimum annual fee $10,000; fee percentage higher than 1%

Subscriptions

NextGen ongoing financial planning: $125 monthly recurring fee

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 applies for clients with assets below $1,000,000

Main office location

TandemGrowth Financial Advisors, LLC

3820 Mansell Road, Suite T30

Alpharetta GA 30022, United States

Number of offices

Most active in

Florida · Georgia · New Hampshire · North Carolina · South Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 770-641-6360

Advisors at this firm

Jon B

CFP®, ChFC®, Series 63, Series 65

Alpharetta, GA

TandemGrowth Financial Advisors, LLC

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Young Families

Jamie S

CFP®

Alpharetta, GA

TandemGrowth Financial Advisors, LLC

Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Young Families

Mona K

Series 66

Alpharetta, GA

TandemGrowth Financial Advisors, LLC

Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Young Families

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