# Roger Lowe

> Roger Lowe is a fee-only financial advisor at Tanara Wealth Management in Lehi, Utah, who holds the CFP credential. Roger 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/roger-lowe/
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:** 5827761 (https://adviserinfo.sec.gov/individual/summary/5827761)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 66 (2012)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.tanarawm.com

## Frequently asked questions

### Is Roger Lowe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roger 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 Roger charge for financial advice?

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

### Where is Roger Lowe based?

Roger Lowe is based in Lehi, Utah.

### What does Roger specialize in?

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

### What credentials does Roger Lowe hold?

Roger Lowe holds the CFP credential.

### Is Roger Lowe registered with the SEC?

Yes. Roger Lowe is registered as an investment adviser representative in UT (CRD 5827761), 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 Roger Lowe?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5827761): 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.