Advisor at Albility Planning
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.
Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, MassMutual Life Insurance Company, and Park Avenue Securities. He serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. Outside of financial advising, he is CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business, and owns WithInsurance LLC, which assists clients in obtaining life insurance. Albility Planning serves individuals and families regardless of asset size, offering portfolio management alongside comprehensive financial planning, hourly engagements, personal coaching, and special-needs group coaching. The firm manages approximately $12.3 million in assets with an investment approach focused on passive, low-turnover portfolios based on Modern Portfolio Theory, using index funds or ETFs and periodic rebalancing tailored to client risk tolerance and tax considerations.
Based on Albility Planning
Based on Albility Planning
Step 1 Foundational Roadmap fee: $3,500 total ($500 up-front, $3,000 prorated monthly)
$0 - $1,000,000: 1% annually $1,000,001+: Maximum annual fee of $10,800
Hourly planning billed at $200/hour, negotiable
Minimum fee: Minimum annual fee of $6,000 for Ongoing Planning and Wealth Management Fee-only: Hourly planning at $200/hour, negotiable; Personal coaching up to $750 total; Special needs group coaching $50-$1,200 total
Mapleton, UT
California · Idaho · Utah
Utah Rare Disease Advisory Council (RDAC)
2024 - Present (2 years)
Withers Wealth Advisory LLC Doing Business As Albility Planning
2023 - Present (3 years)
Utah Parent Center
2023 - Present (3 years)
Mass Mutual Investors Services
2022 - 2023 (1 year)
MassMutual Life Insurance Company
2022 - 2023 (1 year)
Withers Wealth Advisory LLC
2021 - 2022 (1 year)
Primerica Advisors
2018 - 2019 (1 year)
The Guardian Life/Mountain West Advisors
2018 - 2019 (1 year)
Edward Jones
2017 - 2021 (4 years)
Equity Real Estate - Results
2016 - 2017 (1 year)
Entrust Property Management
2015 - 2017 (2 years)
Blue Raven Solar
2015 - 2016 (1 year)
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com
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