Registered Investment Adviser · California
Advice you can audit
Tandem Private Wealth, LLC is a registered investment adviser providing asset management, financial planning and consulting, and retirement plan consulting.
We act as a fiduciary. We also tell you plainly where our interests could diverge from yours — our Brochure discloses every outside business activity that pays our principal a commission, and so does this website.
What we do
Asset management with continuous, ongoing supervision of your custodial accounts; financial planning and consulting; and retirement plan consulting for plan sponsors.
What it costs
A negotiable annual fee on assets under management, beginning at 2.20% on the first tier. We charge no fee for financial planning or retirement planning, and no set-up or termination fees.
Who we serve
Individuals, high-net-worth individuals, and other investment advisers. Our minimum account size for opening an account is $100,000.
Stated plainly
We are a new firm
Tandem Private Wealth, LLC was formed in April 2026 and has been a registered investment advisory firm since 2026. As of the date of the Brochure (July 7, 2026), Tandem Private Wealth does not have any assets under management. We publish this because it is true and because you are entitled to know it before you evaluate us.
We show no performance figures, no client testimonials, and no rankings anywhere on this site. We have no track record to show, and we will not manufacture one.