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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2015
- Office Locations
- 1
Office Locations
About Tandem Financial Guidance, LLC
Tandem Financial Guidance is a Kansas City-based financial planning firm led by Tyler Landes. It helps young professionals and families—especially newlyweds/engaged couples and mid-career households—set goals, take action, and stay accountable through a personalized plan. The practice also supports investment planning and portfolio construction, emphasizing asset allocation and fund-based implementation (e.g., index and mutual funds), with custody including Charles Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TYLER JAMES LANDES
Founder
- CRD
- #5830582
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,779,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,779,066 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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