# Mona Kuhlman

> Mona Kuhlman is a fee-only financial advisor at TandemGrowth Financial Advisors in Alpharetta, Georgia. Mona 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.

Page: https://find.wellspent.co/advisors/mona-kuhlman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $297.0M across 664 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 3195400 (https://adviserinfo.sec.gov/individual/summary/3195400)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.tandemgrowth.com

## Frequently asked questions

### Is Mona Kuhlman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mona 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 Mona charge for financial advice?

Mona charges a percentage of assets.

### How much does Mona 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 Mona Kuhlman based?

Mona Kuhlman is based in Alpharetta, Georgia.

### What does Mona specialize in?

Mona's specialties include retirement planning, tax planning and estate & legacy planning. Mona works with pre-retirees.

### Is Mona Kuhlman registered with the SEC?

Yes. Mona Kuhlman is registered as an investment adviser representative in GA (CRD 3195400), 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 Mona Kuhlman?

Through Mona's website, www.tandemgrowth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3195400): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tandemgrowth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.