# Tandem Financial Planning

Tandem Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 334576
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334576

## About

TANDEM FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $63,570 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who is the CEO or managing principal of Tandem Financial Planning?

Public SEC filings and other available records do not name a CEO, managing principal, or any other executive at Tandem Financial Planning. The firm has not publicly disclosed its leadership team (per SEC IAPD, public record).

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Last updated: 2026-06-03T20:00:00.000Z

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