Tanner Bortnem is a CFP-designated registered investment advisor at Harmoney Wealth, PLLC, based in Gilbert, AZ, with 8 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 93 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harmoney Wealth charges both an annual advisory fee based on your net worth and an annual investment fee based on the value of your portfolio. The annual advisory fee is tiered based on net worth, and the annual investment fee is tiered based on the amount of your investments. Clients who have Harmoney Wealth manage all of their investable assets pay a lower investment fee than clients who have Harmoney Wealth manage only a portion of their assets. The advisory and investment fees may be negotiable. The advisory fee increases automatically by 3% per year.
Location
Gilbert, AZ
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Regulatory History
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.
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Tanner is the owner and attorney at Birch Tree Estate Planning, PLLC, providing legal services, and spends a few hours per week on this. Tanner also owns Harmoney Business Consulting LLC, offering business consulting services, and dedicates a few hours per week to this as well.
Employment History
Current Registrations
Harmoney Wealth, PLLC
Previous Registrations
Vora Wealth Management, PLLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.