# William Chen

> William Chen is a fee-only financial advisor at Tandem Capital Management in Woodcliff Lake, New Jersey. Tandem Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-chen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tandem Capital Management
- **Based in:** Woodcliff Lake, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $279.7M across 93 accounts
- **CRD:** 7531815 (https://adviserinfo.sec.gov/individual/summary/7531815)
- **SEC registration:** Investment adviser representative in FL, NJ, NY, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.tandemcapitalmgmt.com

## Frequently asked questions

### Is William Chen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Tandem Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Tandem Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Chen based?

William Chen is based in Woodcliff Lake, New Jersey.

### Is William Chen registered with the SEC?

Yes. William Chen is registered as an investment adviser representative in FL, NJ, NY and WA (CRD 7531815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tandem Capital Management manage?

Tandem Capital Management reports $279.7M across 93 accounts in assets under management.

### How do I contact William Chen?

Through William's website, www.tandemcapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7531815): 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

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