Tandem Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Our typical hourly rate is $250, with a maximum of $400 per hour.”

Flat or project fee

$2,500⁠-⁠$25,000

“If financial planning is provided as a standalone service or in addition to investment management, we may charge either a flat fee—ranging from $2,500 to $25,000—or an hourly rate.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tandem Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our calendar quarterly investment management fee can be billed in Arrears or in Advance.”
• “If you are billed in arrears, it is based on the average daily balance of your account during the previous calendar quarter.”
• “If you are billed in Advance, fees are based on the end of quarter valuation and adjusted for cash flows during the prior quarter.”

How Tandem Financial, LLC’s fees compare

• Its hourly rate of $250-$400 spans the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
• 6 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Colorado median of $5,250. 86% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 10 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Tandem Financial, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

447

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$541,816,993

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292565

Website

tandem-financial.com (opens in new tab)

Phone

(720) 845-5700

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Louisiana, Montana, New Mexico, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village