# Christopher Tanner

> Christopher Tanner is a fee-only financial advisor at Plan & Act in Buena Vista, Colorado. Christopher charges an ongoing planning fee.

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

## Facts

- **Firm:** Plan & Act
- **Based in:** Buena Vista, Colorado
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $64M across 451 accounts
- **CRD:** 6800859 (https://adviserinfo.sec.gov/individual/summary/6800859)
- **SEC registration:** Investment adviser representative in CO, FL, MI, OH, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.planandact.com

## Frequently asked questions

### Is Christopher Tanner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Plan & Act reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher charges an ongoing planning fee.

### Does Christopher work with clients virtually?

Yes. Plan & Act says on its website that it works with clients remotely.

### Where is Christopher Tanner based?

Christopher Tanner is based in Buena Vista, Colorado.

### Is Christopher Tanner registered with the SEC?

Yes. Christopher Tanner is registered as an investment adviser representative in CO, FL, MI, OH and TX (CRD 6800859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plan & Act manage?

Plan & Act reports $64M across 451 accounts in assets under management.

### How do I contact Christopher Tanner?

Through Christopher's website, www.planandact.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6800859): 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://www.planandact.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.