TA
CFP
TA
CFP

Tamara Anderson

6 Years of Experience
Orlando, FL

Tamara Anderson is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Orlando, FL, with 6 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1045 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

301 East Pine Street, Suite 600, Orlando, FL, 32802

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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
Hightower Advisors, LLC
April 2026 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
October 2024 - March 2025 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2024 - August 2025 · 11 mos
Charles Schwab & CO., INC.
December 2020 - August 2024 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
September 2019 - August 2024 · 4 yrs 11 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.
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