Amy Bush
Tandem Wealth Advisors · Phoenix, Arizona
Amy Bush is a fee-only financial advisor at Tandem Wealth Advisors in Phoenix, Arizona, who holds the CFA credential. Tandem Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Amy →
Facts
| Firm | Tandem Wealth Advisors |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $261.5M across 736 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, CO, TX · CRD 7121005 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
| Profile |
How Amy's firm compares
- Tandem Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 736 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
Is Amy Bush a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Tandem Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Bush based?
Amy Bush is based in Phoenix, Arizona.
What credentials does Amy Bush hold?
Amy Bush holds the CFA credential.
Is Amy Bush registered with the SEC?
Yes. Amy Bush is registered as an investment adviser representative in AZ, CO and TX (CRD 7121005), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tandem Wealth Advisors manage?
Tandem Wealth Advisors reports $261.5M across 736 accounts in assets under management.
How do I contact Amy Bush?
Through Amy's website, tandeminstitutional.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.