Dalin Jewett
Tanara Wealth Management · Lehi, Utah
Dalin Jewett is a fee-only financial advisor at Tanara Wealth Management in Lehi, Utah. Dalin 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 |
| SEC registration | Investment adviser representative in UT · CRD 8257424 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.tanarawm.com |
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Questions about Dalin
Is Dalin Jewett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dalin 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 Dalin charge for financial advice?
Dalin's firm, Tanara Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dalin Jewett based?
Dalin Jewett is based in Lehi, Utah.
What does Dalin specialize in?
Dalin's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), family wealth transfer and equity compensation. Dalin works with high earners, executives, pre-retirees, retirees and multi-generational families.
Is Dalin Jewett registered with the SEC?
Yes. Dalin Jewett is registered as an investment adviser representative in UT (CRD 8257424), 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 Dalin Jewett?
Through Dalin'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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