Meghan Mulligan
Tandem Wealth Advisors · Phoenix, Arizona
Meghan Mulligan is a fee-only financial advisor at Tandem Wealth Advisors in Phoenix, Arizona. 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 |
| SEC registration | Investment adviser representative in AZ · CRD 7978539 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
How Meghan'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 Meghan
Is Meghan Mulligan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meghan 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 Meghan charge for financial advice?
Meghan's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Meghan Mulligan based?
Meghan Mulligan is based in Phoenix, Arizona.
Is Meghan Mulligan registered with the SEC?
Yes. Meghan Mulligan is registered as an investment adviser representative in AZ (CRD 7978539), 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 Meghan Mulligan?
Through Meghan'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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