Tandem Wealth Advisors

Tandem Wealth Advisors (CRD# 157794) is a financial advisory firm headquartered in Phoenix, AZ. They manage $196,599,088 in 657 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004
https://www.linkedin.com/company/tandem-wealth-advisors
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    657
    ACCOUNTS
  • Average Account Value
    $299,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NH, NY, OH, OR, PA, TN, TX, WA

Financial Advisors at Tandem Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Colin Denker, financial advisor Phoenix AZ
Colin H. Denker
CRD#: 6473115
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004

Colin Denker (CRD# 6473115) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has over 9 years of experience in the finance industry.

2
Chester Schaal, financial advisor Phoenix AZ
Chester A. Schaal
CRD#: 4649293
1850 N. Central Avenue Suite 330, Phoenix, AZ 85004

Chester Schaal (CRD# 4649293) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry.

3
Amy Bush, financial advisor Phoenix AZ
Amy E. Bush
CRD#: 7121005
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004

Amy Bush (CRD# 7121005) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.

4
Jane Murphy, financial advisor Phoenix AZ
Jane M. Murphy
CRD#: 1899747
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004

Jane Murphy (CRD# 1899747) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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