Tandem Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“Financial planning fees shall generally not exceed $10,000.”

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

How Tandem Wealth Advisors bills

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

• “The fees are always charged quarterly, in advance and based on the value of the assets managed on the last business day of the previous quarter.”
• “Clients who terminate their relationship will receive a prorated refund based off the number of days the relationship was in effect during the quarter.”
• “In such cases, a refund or charge will be calculated on a pro rata basis based on the number of days for which such assets were in the account.”

How Tandem Wealth Advisors’ fees compare

• Its flat or project fee of $10,000 is above the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 25 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Tandem Wealth Advisors

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement 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

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Clients

251

Employees

7

Works with

Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$261,539,225

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157794

Website

linkedin.com/company/tandem-wealth-advisors (opens in new tab)

Phone

(602) 297-8600

Can advise clients in 15 states: Arizona, California, Colorado, Florida, Georgia, Montana, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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