Lorie Chantelle Jones

CFP

Tandem Financial, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningEducation PlanningHigh Net Worth

Tandem Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

312 clients

Average Client Portfolio

$933K average

Assets Under Management

$291.2M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Lorie is involved in several business activities, including working as a Registered Investment Advisor for Fidelis Wealth Advisors and owning Teutates Financial, LLC. She also owns Fearless Female LLC, a podcast, and Fearless Financial Advisors, a DBA under Fidelis Wealth Advisors, and is a public notary.