TANNER INSURANCE & ADVISORY, LLC

Overview

Tanner Insurance & Advisory, LLC is organized as a limited liability company and is recorded in FINTRX as operating at the intersection of insurance and accounting services. The firm’s primary business activity is listed as accountant, and its regulatory/registration details are incomplete in the dataset (SEC registration year not shown). Ownership is described as a combination of a domestic entity and an individual. The profile indicates the adviser is not a multi-state firm, is not classified as a capital allocator, and is not an active ESG investor. The firm’s fee structure is reported as "Other," which, combined with the insurance-oriented name and the presence of annuity products, suggests client charges may not follow a traditional AUM-fee model. FINTRX does not list the firm as a pension consultant, related adviser, or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices