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Tanner Stanley

6 Years of Experience
Maitland, FL

Tanner Stanley is a registered investment advisor at Skadvisors, LLC, based in Maitland, FL, with 6 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 141 clients with $76M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
141 clients
Average Client Portfolio
$535K average
Assets Under Management
$75.5M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $5.0M1.00%
$5M+0.50%

Fees may be negotiable within each tier depending on the size and complexity of the portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Maitland, FL

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Skadvisors, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Stonex Financial INC.Broker
June 2018 - March 2023 · 4 yrs 9 mos
Intl Fcstone Financial INC.Broker
October 2017 - February 2018 · 4 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.