Robert Cohen
Tandem Wealth Advisors · Phoenix, Arizona
Robert Cohen 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, WA · CRD 6972937 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | tandeminstitutional.com |
How Robert'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 Robert
Is Robert Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Tandem Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Cohen based?
Robert Cohen is based in Phoenix, Arizona.
Is Robert Cohen registered with the SEC?
Yes. Robert Cohen is registered as an investment adviser representative in AZ and WA (CRD 6972937), 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 Robert Cohen?
Through Robert'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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