Jon Bernier
TandemGrowth Financial Advisors · Alpharetta, Georgia
Jon Bernier is a fee-only financial advisor at TandemGrowth Financial Advisors in Alpharetta, Georgia, who holds the CFP and ChFC credentials. Jon charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | TandemGrowth Financial Advisors |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Assets under management | $297.0M across 664 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA, TX · CRD 1540739 |
| Exams passed | Series 63 (1986) · Series 65 (1991) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tandemgrowth.com |
| Profile |
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Questions about Jon
Is Jon Bernier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and TandemGrowth Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon charges a percentage of assets.
How much does Jon charge?
According to TandemGrowth Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Jon Bernier based?
Jon Bernier is based in Alpharetta, Georgia.
What does Jon specialize in?
Jon's specialties include retirement planning, tax planning and estate & legacy planning. Jon works with pre-retirees.
What credentials does Jon Bernier hold?
Jon Bernier holds the CFP and ChFC credentials.
Is Jon Bernier registered with the SEC?
Yes. Jon Bernier is registered as an investment adviser representative in GA and TX (CRD 1540739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TandemGrowth Financial Advisors manage?
TandemGrowth Financial Advisors reports $297.0M across 664 accounts in assets under management.
How do I contact Jon Bernier?
Through Jon's website, www.tandemgrowth.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
- TandemGrowth Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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