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Corbin Tandy

49 Financial

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About Corbin Tandy

Corbin Tandy is an investment advisor representative with 49 Financial. Corbin has been in the industry since June 2024 and has passed the Uniform Investment Adviser Law Examination. Corbin is registered with the state of Kansas. Corbin also provides fixed insurance as an agent. Corbin has worked in various roles before joining 49 Financial and has experience in financial planning and portfolio management. 49 Financial is an investment advisory firm that provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. The firm has offices in Austin, TX and Overland Park, KS.

Firm Information

Corbin Tandy is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Corbin Tandy’s Registration & Firm History

TX

01/23/2025 - Present

49 Financial (AUSTIN TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corbin Tandy.
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