RIA Intel›Advisers›Missouri›TANDEM FINANCIAL GUIDANCE, LLC

TANDEM FINANCIAL GUIDANCE, LLC

Advisory

MO

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account

$181K

across 65 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

WESTMARK CAPITAL MANAGEMENT, LLC

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THE JAMISON EDWARD GROUP, LLC

$12M

WESTWOOD ASSET MANAGEMENT, LLC

$13M

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

SPRINGFIELD, MO

$11M

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