Christopher Tanner
Plan & Act · Buena Vista, Colorado
Christopher Tanner is a fee-only financial advisor at Plan & Act in Buena Vista, Colorado. Christopher charges an ongoing planning fee.
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Facts
| Firm | Plan & Act |
|---|---|
| Based in | Buena Vista, Colorado |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $64M across 451 accounts |
| SEC registration | Investment adviser representative in CO, FL, MI, OH, TX · CRD 6800859 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.planandact.com |
| Profile |
How Christopher's firm compares
- Plan & Act's average account is about $142,000, from its Form ADV (assets managed divided by 451 accounts).
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Questions about Christopher
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.
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
- Plan & Act 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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