Micah Weiss
Tandem Financial Planning · Springfield, Oregon
Micah Weiss is a fee-only financial advisor at Tandem Financial Planning in Springfield, Oregon. Micah charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Tandem Financial Planning |
|---|---|
| Based in | Springfield, Oregon |
| Fee model | Ongoing planning fee |
| Assets under management | $64K across 3 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8031296 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tandem-planning.com |
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Questions about Micah
Is Micah Weiss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Micah holds no broker registration, and Tandem Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Micah charge for financial advice?
Micah charges an ongoing planning fee.
Where is Micah Weiss based?
Micah Weiss is based in Springfield, Oregon.
What does Micah specialize in?
Micah's specialties include small business owners, estate & legacy planning and retirement planning. Micah works with physicians.
Is Micah Weiss registered with the SEC?
Yes. Micah Weiss is registered as an investment adviser representative in OR (CRD 8031296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tandem Financial Planning manage?
Tandem Financial Planning reports $64K across 3 accounts in assets under management.
How do I contact Micah Weiss?
Through Micah's website, www.tandem-planning.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
- Tandem Financial Planning 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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