TANDEM FINANCIAL GUIDANCE, LLC

TANDEM FINANCIAL GUIDANCE, LLC is an SEC-registered investment adviser (CRD 174834). Regulatory assets under management: $11.8M.

Registration

• CRD: 174834
• Type: Registered investment adviser
• Phone: 816-945-2230
• Latest filing: 2026-04-02
• Regulatory AUM: $11.8M
• Discretionary AUM: $11.8M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search