Roger Lowe
Tanara Wealth Management · Lehi, Utah
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.
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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 5827761 |
| Exams passed | Series 66 (2012) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.tanarawm.com |
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Questions about Roger
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.
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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