Tanner Withers is a registered investment advisor at Albility Planning, based in Mapleton, UT, with 7 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, Investment Management, Retirement Planning. Their firm serves 77 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Albility Planning offers investment management services, with fees based on the value of your investments.
If you also use their ongoing financial planning services, the annual advisory fee is the greater of $6,000 or 1% of your investments, up to a maximum annual fee of $10,000.
If you only use investment management, the annual fee is 1% of your investments, up to a maximum annual fee of $10,000.
Location
Mapleton, UT
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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.
Learn about disclosures →Other Business Activities
Tanner is the CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business, since 2020. Tanner spends minimal time on bookkeeping, record keeping, and tax filing for this non-investment related activity.
Employment History
Current Registrations
Albility Planning
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Withers Wealth Advisory LLC
Edward Jones
Edward JonesBroker
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.