Tandem Financial Guidance, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 3 of them high net worth.
- Its average account is about $181,000 (assets it manages divided by its 65 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Missouri median of $4,770.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | tandemguidance.com |
| [email protected] | |
| Phone | (816) 945-2230 |
Questions about Tandem Financial Guidance, LLC
How much does Tandem Financial Guidance, LLC charge?
Tandem Financial Guidance, LLC publishes these prices: ongoing planning: from $1,200 a year; one-time plan: from $500. We found this on its website, checked October 28, 2026.
How is Tandem Financial Guidance, LLC paid?
Tandem Financial Guidance, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Tandem Financial Guidance, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Tandem Financial Guidance, LLC.
What is the average account at Tandem Financial Guidance, LLC?
Tandem Financial Guidance, LLC's average account is about $181,000. That's the assets on its Form ADV divided by its 65 accounts.
What does Tandem Financial Guidance, LLC specialize in?
Tandem Financial Guidance, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and student loans.
Is Tandem Financial Guidance, LLC accepting new clients?
Yes, according to Tandem Financial Guidance, LLC's website, checked October 28, 2026.
Does Tandem Financial Guidance, LLC work with clients virtually?
Yes. Tandem Financial Guidance, LLC's website says it works with clients virtually.
Tandem Financial Guidance, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$100 + per Month" source
"$500 + per Session" source
"Single engagement, modular financial planning to fit your immediate needs." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 16 |
| High-net-worth clients | 3 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 174834 |