Tandem Wealth Advisors Llc
- Regulatory AUM
- $262M
- Discretionary
- $256M
- Clients
- 310
- Avg AUM / client
- $844K
- Accounts
- 736
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $39.0M | 14.9% |
| High net worth individuals | 96 | $191M | 73.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $16.0M | 6.14% |
| Pension and profit sharing plans | 54 | $15.4M | 5.87% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chester Angus Schaal | Managing Director / Cco | CFP | Jun 2011 (15y) | ≈ 56.25% – 100% via The Schaal Trust |
| Colin Hans Denker | Registered representative | Aug 2015 (11y) | ||
| Amy Elizabeth Bush | Registered representative | CFA | May 2019 (7y) | |
| Robert Louis Cohen | Registered representative | Jan 2022 (5y) | ||
| Jane Michael Murphy | Registered representative | Aug 2022 (4y) | ||
| Meghan Gillian Mulligan | Registered representative | Nov 2024 (2y) | ||
| Kamrey Rynea Boyer | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Schaal Trust | Trust | Sep 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chester Angus Schaal: 75% – 100% of The Schaal Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $192M (73% of AUM) Apr 2026
- Mid Atlantic Trust Company $30.5M (12% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗