Tanner Sperry
Tanner Sperry is a registered investment advisor at Bangerter Financial Services, INC., based in Santaquin, UT, with 2 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 320 clients with $69M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
Santaquin, UT
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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 ActivitiesSells Insurance
Tanner is an insurance agent providing insurance services since March 2022, dedicating about 10-20% of his time. He also works as a tax accountant for K2 Business Group and as a tax senior for Rainwater CPA, each taking about 10-20% of his time.
Employment History
Current Registrations
Bangerter Financial Services, INC.
Previous Registrations
Aspen Capital Management LLC
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.