Angus Schaal
Tandem Wealth Advisors · Phoenix, Arizona
Angus Schaal is a fee-only financial advisor at Tandem Wealth Advisors in Phoenix, Arizona, who holds the CFP credential. Tandem Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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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 | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 4649293 |
| Exams passed | Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
How Angus's firm compares
- Tandem Wealth Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 736 accounts).
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Questions about Angus
Is Angus Schaal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angus 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 Angus charge for financial advice?
Angus's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Angus Schaal based?
Angus Schaal is based in Phoenix, Arizona.
What credentials does Angus Schaal hold?
Angus Schaal holds the CFP credential.
Is Angus Schaal registered with the SEC?
Yes. Angus Schaal is registered as an investment adviser representative in AZ and TX (CRD 4649293), 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 Angus Schaal?
Through Angus'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.
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