# TANDEMGROWTH FINANCIAL ADVISORS, LLC

TANDEMGROWTH FINANCIAL ADVISORS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 125490
- Type: SEC-registered investment adviser
- SEC file number: 801-79425
- Location: 3820 MANSELL ROAD, SUITE T30, ALPHARETTA, GA, 30022
- Phone: 770-641-6360
- Latest filing: 2026-03-18
- Regulatory AUM: $297.0M
- Discretionary AUM: $295.8M
- Non-discretionary AUM: $1.2M
- Clients: 4
- Accounts: 664

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jon Jeffrey Bernier | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR | Alpharetta, 2Q |
| BERNIER JON JEFFREY | MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT, CHIEF INVESTMENT OFFICER; MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR | — |
| GARRETT JAMES KEVIN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125490/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125490/similar
- Related entities: https://search.stillhousedata.com/firm/125490/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125490

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.