Tandem Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tandem Financial Planning LLC is a fee-only, state-registered investment adviser that provides investment management and both ongoing and project-based financial planning to individuals, high net worth individuals, and small businesses. Its services include discretionary portfolio implementation, integrated retirement and tax-aware planning, and coordination with third‑party professionals such as attorneys and accountants when clients request referrals.
The firm’s investment approach emphasizes long‑term, evidence‑based asset allocation using a mix of passive and active vehicles, attention to tax efficiency (e.g., tax‑loss harvesting and account location), and regular portfolio monitoring with quarterly reviews. Planning is tailored to client needs across areas such as retirement readiness, business planning, estate coordination, cash‑flow and debt management, and college savings, with clients able to impose reasonable investment restrictions in writing.
TandemFP does not generally serve non‑high‑net‑worth retail individuals and requires a relatively sizable investable asset level for its investment management engagements, a positioning that differentiates it from many solo independent advisers. The firm is newly formed and small in scale (a recently registered advisor with a limited client roster and modest assets under management) and its sole principal maintains significant outside employment in an unrelated agricultural business, with documented procedures intended to preserve client service and compliance while balancing that outside role.
Client services
Expertise
Fee options
Project-Based Financial Planning: Fixed fees range from $1,000 to $5,000 depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Project-Based Financial Planning: $250 per hour.
Account minimum: $450,000 Fee-only: Ongoing Financial Planning Services: $4,500 annually, payable monthly ($375) or quarterly ($1,125). Includes management of up to $450,000 in assets without additional fee.
Main office
Springfield OR
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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