Angus Schaal
Investment adviser representative at Tandem Wealth Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$261.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Tandem Wealth Advisors, LLCJun 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Tandem Wealth Advisors
Legal name: Tandem Wealth Advisors LLC
$261.5MAssets managed
310Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4649293
- Firm CRD
- 157794