TandemGrowth Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TandemGrowth provides wealth management and financial planning primarily to individuals, high net worth individuals, trusts and estates, delivering both discretionary and non‑discretionary portfolio management alongside ongoing financial planning services (including a delivered “Financial Map,” annual and semi‑annual reviews, and client education events). The firm also offers a distinct NextGen program that provides initial and ongoing planning and investment services specifically for adult children of existing clients.
The firm typically allocates client assets among mutual funds, ETFs, cash and cash equivalents and, at times, independent managers or alternative vehicles, using fundamental, technical and cyclical analysis and periodic rebalancing; its stated strategic ranges include portfolios with roughly 20% to 100% equity exposure. TandemGrowth documents a number of operational features that shape how it works with clients, including management of retirement plan accounts via an Order Management System, limited management of annuity subaccounts, and access to specialty cash sweep and alternative investment arrangements.
Compared with many peers, TandemGrowth’s brochure discloses some uncommon practices: it uses client testimonials and advertises third‑party ratings in its marketing materials, and it highlights several practice features not universally offered by similar firms — a formal NextGen service track for adult children, a partnership with Move Health to facilitate access to non‑commissioned health agents, use of a Flourish Cash sweep with multi‑bank FDIC considerations, and allocations to Dimensional Fund Advisors funds that may have transfer limitations on termination.
Client services
Expertise
Demographic focus
Fee options
NextGen ongoing financial planning: $1,500 initial fee and $125 monthly recurring fee
$0 - $1,000,000: Negotiable, higher than 1.00% $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Negotiable fees for amounts below $1,000,000 (higher than 1%) $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Negotiable fees higher than 1% $0 - $1,000,000: Minimum annual fee of $10,000 applies $0 - $1,000,000: Clients below $1,000,000 pay a minimum annual fee of $10,000 and a negotiable higher percentage fee $0 - $1,000,000: Minimum annual fee of $10,000; fee percentage higher than 1% $0 - $1,000,000: Minimum annual fee $10,000; negotiable fees higher than 1% $0 - $1,000,000: Minimum annual fee $10,000; fee percentage higher than 1%
NextGen ongoing financial planning: $125 monthly recurring fee
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 applies for clients with assets below $1,000,000
Main office
3820 Mansell Road, Suite T30
Alpharetta GA 30022
Advisors at this office
3
Most active in
Florida · Georgia · New Hampshire · North Carolina · South Carolina · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jon B
CFP®, ChFC®, Series 63, Series 65
Alpharetta, GA
TandemGrowth Financial Advisors, LLC
Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.
Jamie S
CFP®
Alpharetta, GA
TandemGrowth Financial Advisors, LLC
Jamie Stolz is a CFP® professional with 15 years of industry experience, currently serving as an advisor at TandemGrowth Financial Advisors, LLC since 2014. He is also the owner of TAYLORMADE BABY CLOTHES LLC, a business specializing in handmade children's clothing and gifts. TandemGrowth Financial Advisors provides comprehensive wealth management and financial planning services to individuals, high net worth households, trusts, and estates. The firm manages strategic long-term portfolios primarily through mutual funds and ETFs, incorporates various analytical approaches, and offers unique services such as a NextGen program and healthcare planning partnerships.
Mona K
Series 66
Alpharetta, GA
TandemGrowth Financial Advisors, LLC
Mona Kuhlman is a financial advisor at TandemGrowth Financial Advisors, LLC with 22 years of industry experience. She has been with TandemGrowth since 2003. She holds a Series 66 designation. Kuhlman receives residual income from Commonwealth Annuity and Life Insurance Company, an activity in which she spends less than one hour per month. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning. The firm manages strategic long-term portfolios using a mix of mutual funds, ETFs, independent managers, and alternative investments, offering services that include portfolio management, financial planning, and retirement-plan oversight.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")