Tandemgrowth Financial Advisors, LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Tandemgrowth Financial Advisors, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Under the NextGen Financial Planning service offering, TandemGrowth charges a $1,500 fee for preparation of the Financial Map, payable upon delivery of the Financial Map.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tandemgrowth Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, the respective portion of the annual fee will still be paid quarterly in advance.”
- “This fee is prorated and billed quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “In the limited event that TandemGrowth bills the client directly, payment is due upon receipt of TandemGrowth’s invoice.”
How Tandemgrowth Financial Advisors, LLC’s fees compare
- Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 13 other planners in Alpharetta that publish a flat or project fee charge less.
About Tandemgrowth Financial Advisors, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2014 (12 years).
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
- 2% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 202
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $297,000,214
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125490
- Phone
- (770) 641-6360
Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, South Carolina, Texas
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.