Tyler Thompson is a CFP-designated registered investment advisor at Tanara Wealth Management LLC, based in Lehi, UT, with 4 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 390 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.24% |
| $1.0M - $3.0M | 1.17% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $8.0M | 1.04% |
| $8.0M - $11.0M | 0.97% |
| $11.0M - $15.0M | 0.84% |
| $15.0M - $20.0M | 0.71% |
| $20.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Cash Management+ accounts are charged a reduced fee of 0.20% per annum. Fees are negotiable for portfolios over $40,000,000.
Fee Estimator
Location
3301 N Thanksgiving Way, Suite 425, Lehi, UT, 84048
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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
Tyler has been a baseball hitting coach since May 2022. This activity is not investment-related.
Employment History
Current Registrations
Tanara Wealth Management LLC
Previous Registrations
Andina Advisors
State Registrations1 state
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
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