# Brock Alvord

> Brock Alvord is a fee-only financial advisor at Tanara Wealth Management in Lehi, Utah, who holds the CFP credential. Brock focuses on retirement planning, estate & legacy planning and tax planning. Tanara Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brock-alvord/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tanara Wealth Management
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.09B across 2,612 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Founders (pre-exit), Family wealth transfer, Equity compensation
- **Works with:** High earners, Executives, Pre-retirees, Retirees, Multi-generational families, Founders
- **CRD:** 7629662 (https://adviserinfo.sec.gov/individual/summary/7629662)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2022)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.tanarawm.com

## Frequently asked questions

### Is Brock Alvord a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brock holds no broker registration, and Tanara Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brock charge for financial advice?

Brock's firm, Tanara Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brock Alvord based?

Brock Alvord is based in Lehi, Utah.

### What does Brock specialize in?

Brock's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), family wealth transfer and equity compensation. Brock works with high earners, executives, pre-retirees, retirees and multi-generational families.

### What credentials does Brock Alvord hold?

Brock Alvord holds the CFP credential.

### Is Brock Alvord registered with the SEC?

Yes. Brock Alvord is registered as an investment adviser representative in UT (CRD 7629662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tanara Wealth Management manage?

Tanara Wealth Management reports $1.09B across 2,612 accounts in assets under management.

### How do I contact Brock Alvord?

Through Brock's website, www.tanarawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7629662): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tanarawm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.