Kamrey Boyer
Tandem Wealth Advisors · Belgrade, Montana
Kamrey Boyer is a fee-only financial advisor at Tandem Wealth Advisors in Belgrade, Montana. 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 | Belgrade, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $261.5M across 736 accounts |
| SEC registration | Investment adviser representative in MT · CRD 8218208 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
How Kamrey'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 Kamrey
Is Kamrey Boyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kamrey 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 Kamrey charge for financial advice?
Kamrey's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kamrey Boyer based?
Kamrey Boyer is based in Belgrade, Montana.
Is Kamrey Boyer registered with the SEC?
Yes. Kamrey Boyer is registered as an investment adviser representative in MT (CRD 8218208), 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 Kamrey Boyer?
Through Kamrey'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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