Firm
TandemGrowth Financial Advisors
Alpharetta, Georgia
Fee-only
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | tandemgrowth.com |
| [email protected] | |
| Phone | (770) 641-6360 |
TandemGrowth Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Assets up to $1,000,000 1.00%" source
"we specialize in serving clients with $1,000,000 or more in investable assets" source
"It is based on a percentage of the market value of assets according to the schedule below." 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 · Fixed fees |
|---|---|
| Assets managed | $297 million |
| Individual clients | 67 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 125490 |