Tanner Insurance & Advisory, LLC

Overview

Tanner Insurance & Advisory, LLC is organized as an LLC and operates as an independent registered investment adviser on a state level in Utah. Ownership is described as a combination of a domestic entity and an individual. The firm lists accounting as a core business activity and industry affiliation, which suggests its wealth-advice role is closely tied to an accounting or insurance practice rather than a dedicated, stand‑alone advisory platform. The firm reports a nonstandard fee approach (listed as "Other") and does not identify itself as a capital allocator, multi‑state adviser, pension consultant, or active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices