Tandemgrowth Financial Advisors, LLC
Tandemgrowth Financial Advisors, LLC (CRD# 125490) is a financial advisory firm headquartered in Alpharetta, GA. They manage $235,102,287 in 682 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management235MILLION
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Total Number of Accounts682ACCOUNTS
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Average Account Value$344,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, NC, NH, SC, TX
Jon Bernier (CRD# 1540739) is an Investment Advisor Representative working at Tandemgrowth Financial Advisors, LLC in Alpharetta, GA and has over 37 years of experience in the finance industry.
Mona Kuhlman (CRD# 3195400) is an Investment Advisor Representative working at Tandemgrowth Financial Advisors, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
Jamie Stolz (CRD# 5681635) is an Investment Advisor Representative working at Tandemgrowth Financial Advisors, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.