Christopher Tanner
Advisor at Plan & Act
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Christopher Tanner is a financial advisor at Plan & Act with six years of industry experience. He holds a Series 65 credential and has worked previously with Cambridge Financial Advisors, Northwestern Mutual, and Hoover and Associates Financial Services. Outside of his advisory role, Tanner is employed as a team advisor providing fiduciary consulting and ongoing advice on retirement plan design for small businesses and non-profits. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients, offering economics-based financial planning, portfolio management, and results coaching. The firm employs a non-discretionary investment approach using multifactor passive funds and ETFs, combining behavioral coaching with client reviews and approvals.
Client services
Based on Plan & Act
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Plan & Act
Wealth management
Tax-loss harvesting
Retirement income strategy
Roth conversion strategy
Fee options
Initial financial plan fee $9,995 - $30,000; Economics-based financial plan without wealth management $15,000
$100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
$3,750/quarter ($15,000 annually) minimum for Wealth Management Service Agreement; $1,500/quarter ongoing flat financial planning fee under Portfolio Management Service Agreement
Account minimum: $100,000 Minimum fee: $15,000 annually (Wealth Management Service Agreement minimum) Fee-only: Flat Financial Planning fee of $1,500/quarter plus graduated Investment Advisory fees as per tiers; initial flat plan fee $9,995 - $30,000
Location
Buena Vista, CO
Most active in
Christopher T has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Michigan · Ohio · Texas
Work history
Plan & Act
2020 - Present (6 years)
Cambridge Financial Advisors
2019 - 2019 (1 year)
Northwestern Mutual
2018 - 2018 (1 year)
Hoover and Associates Financial Services, Inc
2017 - 2017 (1 year)
Wheaton College
2015 - 2018 (3 years)
Wheaton College
2015 - 2018 (3 years)
Camp CedarRidge
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Robert S
CFP®
Buena Vista, CO
Plan & Act
Cameron M
Series 65
Buena Vista, CO
Plan & Act
Jeffrey T
Series 65
Buena Vista, CO
TLG Advisors, INC.
Stephanie R
CFP®, Series 63, Series 66
Buena Vista, CO
Beacon Pointe Advisors, LLC
Bernadette S
Series 66
Buena Vista, CO
LPL Financial
Scott W
Series 63, Series 66
Buena Vista, CO
LPL Financial
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