RIA Intel›Advisers›Oregon›TANDEM FINANCIAL PLANNING LLC

TANDEM FINANCIAL PLANNING LLC

Advisory

Data as of Feb 28, 2026 · Source: SEC Form ADV

Average account

$21K

across 3 accounts

AUM per adviser

$64K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM

$64K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64K

Discretionary AUM$64K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

3 clients

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

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Advisers of similar size in OR

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

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$50K

WALSH FINANCIAL LLC

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