PlannerFees

Tandem Financial Planning LLC fees and pricing

Financial planner in Springfield, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 28, 2026, Tandem Financial Planning LLC charges $250 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and an annual fee of $4,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250.”
Flat or project fee
$1,000⁠-⁠$5,000
“Fixed fee rates range between $1,000 to $5,000.”
Annual fee
$4,500/yr
“We charge an annual fee of $4,500, paid monthly or quarterly in advance, for Ongoing Financial Planning services.”

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

How Tandem Financial Planning LLC bills

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

  • “The fee is paid monthly or quarterly in advance is based on the value of Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Ongoing Financial Planning Services = $4,500 fee per year, payable monthly at $375 or quarterly at $1,125.”

How Tandem Financial Planning LLC’s fees compare

  • Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Oregon median of $4,000. 30% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • Its annual fee of $4,500 is below the Oregon median of $7,750. 27% of the 33 other Oregon planners that publish an annual fee charge less.

About Tandem Financial Planning LLC

“We offer Investment Management and Financial Planning. Ongoing Financial Planning Services TFP offers Ongoing Financial Planning Services, provides ongoing financial planning and investment management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Micah Weiss
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
3
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$63,570
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
334576
Website
tandem-planning.com (opens in new tab)
Phone
(321) 439-5573

Other planners in Springfield that publish fees

Compare all 227 planners in Oregon

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