Brock Alvord
Tanara Wealth Management · Lehi, Utah
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.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
- Founders
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 |
| Assets under management | $1.09B across 2,612 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7629662 |
| Exams passed | Series 65 (2022) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.tanarawm.com |
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Questions about Brock
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tanara Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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